+119.3%
CSCO vs QQQI
+56.3%
+63.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.1% |
| 7D | -1.1% | -1.0% | 0.0% | -0.3% |
| 30D | -10.8% | -0.6% | -10.2% | -10.4% |
| 3M | -9.2% | +3.4% | -12.6% | -11.6% |
| 6M | +39.5% | +10.6% | +28.9% | +29.5% |
| YTD | +41.5% | +10.3% | +31.2% | +31.8% |
| 1Y | +61.0% | +16.3% | +44.6% | +44.2% |
| All | +119.3% | +56.3% | +63.0% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling