+1,078.3%
CRS vs QID
-100.0%
+1,178.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.4% |
| 7D | -3.1% | -2.7% | -0.3% | -4.6% |
| 30D | -19.6% | +1.8% | -21.4% | -18.5% |
| 3M | -8.1% | -2.2% | -5.9% | -7.3% |
| 6M | +18.6% | -32.1% | +50.7% | -1.7% |
| YTD | +45.9% | -28.6% | +74.4% | +25.2% |
| 1Y | +82.5% | -36.3% | +118.8% | +48.3% |
| 3Y | +648.9% | -74.4% | +723.3% | +311.0% |
| 5Y | +1,438.1% | -80.8% | +1,518.9% | +777.9% |
| 10Y | +1,327.0% | -99.1% | +1,426.1% | +64.5% |
| All | +1,078.3% | -100.0% | +1,178.3% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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