+7.1%
CRM vs QQQM
+26.6%
-19.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +34.3% | +0.2% | +34.1% | +34.2% |
| 3M | +37.7% | -2.8% | +40.5% | +39.6% |
| 6M | +34.9% | +18.1% | +16.9% | +24.1% |
| YTD | -1.6% | +17.4% | -19.0% | -8.8% |
| 1Y | +7.1% | +25.7% | -18.5% | -10.5% |
| All | +7.1% | +26.6% | -19.5% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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