+65.4%
XLE vs QQQI
+56.3%
+9.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +0.5% | -1.0% | +1.5% | +0.8% |
| 30D | +6.6% | -0.6% | +7.1% | +6.7% |
| 3M | +12.3% | +3.4% | +8.9% | +10.4% |
| 6M | +18.4% | +10.6% | +7.8% | +12.8% |
| YTD | +47.2% | +10.3% | +36.9% | +40.2% |
| 1Y | +50.3% | +16.3% | +33.9% | +38.5% |
| All | +65.4% | +56.3% | +9.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded QQQI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling