+25.9%
CSCO vs Q
+29.7%
-3.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.5% | -2.7% | -5.3% |
| 7D | +1.9% | +1.2% | +0.7% | +1.7% |
| 30D | -15.8% | -2.7% | -13.2% | -15.3% |
| 3M | -15.4% | -16.9% | +1.6% | -11.9% |
| 6M | -5.4% | -26.9% | +21.5% | +0.4% |
| YTD | +26.5% | +45.2% | -18.8% | +14.9% |
| 1Y | +25.9% | +38.1% | -12.3% | +15.6% |
| All | +25.9% | +29.7% | -3.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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