+45.4%
CSCO vs QQQI
+8.3%
+37.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | -6.1% | -4.2% | -1.8% | -2.3% |
| 30D | -8.2% | -7.1% | -1.1% | -1.9% |
| 3M | -14.9% | -2.7% | -12.2% | -12.7% |
| 6M | +12.3% | +2.0% | +10.3% | +11.1% |
| YTD | +36.5% | +8.2% | +28.2% | +29.3% |
| 1Y | +45.4% | +8.9% | +36.5% | +37.3% |
| All | +45.4% | +8.3% | +37.0% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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