+441.2%
CRWD vs QQQM
+152.0%
+289.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -2.2% |
| 7D | -3.0% | -0.6% | -2.4% | -2.3% |
| 30D | -6.8% | -1.2% | -5.6% | -4.9% |
| 3M | +19.6% | -0.1% | +19.7% | +19.6% |
| 6M | +87.1% | +18.0% | +69.1% | +48.8% |
| YTD | +76.4% | +16.7% | +59.7% | +42.7% |
| 1Y | +90.8% | +23.0% | +67.8% | +44.0% |
| 3Y | +380.0% | +93.3% | +286.6% | +99.4% |
| 5Y | +215.6% | +96.3% | +119.4% | +33.2% |
| All | +441.2% | +152.0% | +289.2% | +66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling