+21.0%
XLP vs QQQI
+56.3%
-35.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -2.5% | -1.0% | -1.5% | -2.5% |
| 30D | -1.9% | -0.6% | -1.3% | -1.9% |
| 3M | -2.1% | +3.4% | -5.5% | -2.5% |
| 6M | -1.8% | +10.6% | -12.5% | -3.2% |
| YTD | +8.3% | +10.3% | -2.0% | +6.8% |
| 1Y | +6.8% | +16.3% | -9.5% | +4.3% |
| All | +21.0% | +56.3% | -35.3% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling