+114.0%
CSCO vs QID
-80.7%
+194.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | +0.1% |
| 7D | -0.5% | -2.7% | +2.2% | -1.3% |
| 30D | -10.1% | +1.8% | -11.9% | -9.6% |
| 3M | -11.7% | -2.2% | -9.6% | -11.4% |
| 6M | +40.1% | -32.1% | +72.2% | +27.7% |
| YTD | +43.8% | -28.6% | +72.4% | +33.8% |
| 1Y | +66.6% | -36.3% | +102.9% | +50.9% |
| 3Y | +108.5% | -74.4% | +182.9% | +55.4% |
| 5Y | +114.0% | -80.8% | +194.7% | +57.2% |
| All | +114.0% | -80.7% | +194.6% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling