+104.6%
CSCO vs QQQM
+92.3%
+12.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.1% |
| 7D | -1.1% | -1.3% | +0.2% | -0.3% |
| 30D | -10.8% | -1.4% | -9.4% | -10.1% |
| 3M | -9.2% | +2.2% | -11.4% | -10.6% |
| 6M | +39.5% | +16.9% | +22.7% | +26.7% |
| YTD | +41.5% | +15.7% | +25.8% | +29.5% |
| 1Y | +61.0% | +22.7% | +38.3% | +42.0% |
| All | +104.6% | +92.3% | +12.3% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling