+65.9%
CSCO vs QID
-35.9%
+101.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.4% |
| 7D | 0.0% | -1.9% | +1.9% | -0.7% |
| 30D | -10.7% | +1.7% | -12.4% | -10.1% |
| 3M | -8.7% | -3.9% | -4.8% | -9.0% |
| 6M | +44.9% | -30.0% | +74.9% | +31.9% |
| YTD | +44.1% | -28.2% | +72.4% | +33.1% |
| 1Y | +65.9% | -35.6% | +101.5% | +52.7% |
| All | +65.9% | -35.9% | +101.7% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling