+231.2%
CSCO vs QQQM
+152.0%
+79.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.9% |
| 7D | +2.7% | -0.6% | +3.3% | +3.0% |
| 30D | -9.5% | -1.2% | -8.3% | -8.9% |
| 3M | -7.6% | -0.1% | -7.5% | -7.7% |
| 6M | +44.9% | +18.0% | +26.9% | +31.8% |
| YTD | +47.7% | +16.7% | +31.0% | +35.3% |
| 1Y | +69.1% | +23.0% | +46.0% | +50.2% |
| 3Y | +113.5% | +93.3% | +20.2% | +46.6% |
| 5Y | +122.8% | +96.3% | +26.5% | +46.6% |
| All | +231.2% | +152.0% | +79.2% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 10y: compounded portfolio wealth divided by compounded QQQM 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…
10y analysis · Full analysis span regression · 6 months rolling