All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

QDPL vs. GPIX vs. CAIE vs. OVL: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Wed 2025-06-25💬 to Fri 2026-10-02 Overall
Return 		Exponential
Trendline
QDPL × 		+21.44%
+16.52%/yr 		+13.70%/yr
R2=0.806
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund
GPIX × 		+22.16%
+17.07%/yr 		+14.55%/yr
R2=0.861
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
CAIE × 		+22.33%
+17.19%/yr 		+12.36%/yr
R2=0.781
Calamos US Equity Autocallable Income ETF NYSE Exchange-Traded Fund
OVL × 		+27.59%
+21.14%/yr 		+18.08%/yr
R2=0.863
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-06-25💬 to Fri 2026-10-02 Start
Value 		End
Value
QDPL × 		$10,000.00
2025-06-25 		$12,143.73
2026-10-02
GPIX × 		$10,000.00
2025-06-25 		$12,216.01
2026-10-02
CAIE × 		$10,000.00
2025-06-25 		$12,233.01
2026-10-02
OVL × 		$10,000.00
2025-06-25 		$12,758.94
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
QDPL × 		+8.75% +11.38%
GPIX × 		+9.60% +13.06%
CAIE × 		+6.76% +8.51%
OVL × 		+11.60% +14.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QDPL × 		−1.20%
on 2026-10-02
from 2026-08-14 peak 		−10.03%
on 2026-03-30
from 2026-01-27 peak
GPIX × 		−0.46%
on 2026-10-02
from 2026-08-13 peak 		−8.98%
on 2026-03-30
from 2026-02-02 peak
CAIE × 		−1.41%
on 2026-10-02
from 2026-08-13 peak 		−9.32%
on 2026-03-30
from 2026-01-09 peak
OVL × 		−1.57%
on 2026-10-02
from 2026-08-13 peak 		−10.10%
on 2026-03-30
from 2026-01-28 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
QDPL × 		+11.38% +27.11%
+12.75%/yr 		+63.45%
+17.80%/yr 		+47.71%
+8.11%/yr 		—
GPIX × 		+13.06% +28.56%
+13.38%/yr 		— — —
CAIE × 		+8.51% — — — —
OVL × 		+14.92% +31.75%
+14.78%/yr 		+80.91%
+21.85%/yr 		+56.49%
+9.37%/yr 		—

Annual Returns

Year QDPL GPIX CAIE OVL
2026 (YTD) +8.75% +9.60% +6.76% +11.60%
2025 +13.48% +13.23% +14.58% +14.75%
2024 +19.39% +18.36% — +24.33%
2023 +19.65% +13.80% — +23.86%
2022 −21.34% — — −26.91%
2021 +5.77% — — +23.69%
2020 — — — +18.56%
2019 — — — +10.76%