+69.1%
CSCO vs QQQI
+16.9%
+52.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.6% |
| 7D | +2.7% | -0.3% | +3.0% | +3.0% |
| 30D | -9.5% | -0.3% | -9.2% | -9.3% |
| 3M | -7.6% | +1.3% | -9.0% | -8.8% |
| 6M | +44.9% | +11.5% | +33.4% | +33.1% |
| YTD | +47.7% | +11.3% | +36.4% | +36.3% |
| 1Y | +69.1% | +16.9% | +52.2% | +51.0% |
| All | +69.1% | +16.9% | +52.1% | +51.0% |
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