+20.8%
XLP vs QID
-18.7%
+39.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | +2.3% | +1.8% | +0.6% | +2.0% |
| 30D | +9.1% | +21.6% | -12.5% | +6.6% |
| 3M | +7.9% | +12.6% | -4.8% | +6.1% |
| 6M | +9.6% | +6.9% | +2.7% | +8.0% |
| YTD | +19.4% | -20.5% | +40.0% | +16.9% |
| All | +20.8% | -18.7% | +39.5% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling