-34.6%
CPRT vs QQQI
+57.7%
-92.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | +8.2% | +0.2% | +8.1% | +8.2% |
| 3M | +2.3% | +2.3% | 0.0% | +0.9% |
| 6M | -14.7% | +11.6% | -26.3% | -20.0% |
| YTD | -18.2% | +11.3% | -29.5% | -23.1% |
| 1Y | -33.4% | +17.4% | -50.8% | -39.4% |
| All | -34.6% | +57.7% | -92.3% | -51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling