+301.0%
CSCO vs NDAQ
+476.9%
-175.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.1% |
| 7D | -10.2% | +0.8% | -11.0% | -10.5% |
| 30D | -20.1% | +16.5% | -36.6% | -25.5% |
| 3M | -22.1% | +13.5% | -35.6% | -26.7% |
| 6M | +3.2% | +20.9% | -17.7% | -6.6% |
| YTD | +24.1% | +11.4% | +12.7% | +15.6% |
| 1Y | +34.6% | +25.9% | +8.6% | +17.6% |
| 3Y | +90.0% | +119.9% | -29.9% | +22.9% |
| 5Y | +88.6% | +61.7% | +26.8% | +40.5% |
| All | +301.0% | +476.9% | -175.9% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling