-12.4%
CRM vs QQQI
+57.7%
-70.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.1% | +1.3% |
| 7D | -4.4% | -0.3% | -4.1% | -4.2% |
| 30D | +28.1% | -0.3% | +28.4% | +28.5% |
| 3M | +48.8% | +1.3% | +47.5% | +46.1% |
| 6M | +28.3% | +11.5% | +16.8% | +14.6% |
| YTD | -6.0% | +11.3% | -17.3% | -15.8% |
| 1Y | +1.4% | +16.9% | -15.4% | -13.7% |
| All | -12.4% | +57.7% | -70.1% | -44.9% |
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