-64.4%
CSGP vs QQQI
+58.1%
-122.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -5.1% | +1.3% | -6.4% | -5.6% |
| 30D | +0.3% | +0.2% | +0.1% | +0.2% |
| 3M | -9.1% | +1.5% | -10.6% | -10.5% |
| 6M | -37.3% | +13.2% | -50.5% | -42.8% |
| YTD | -54.9% | +11.6% | -66.4% | -58.4% |
| 1Y | -65.5% | +18.0% | -83.5% | -69.5% |
| All | -64.4% | +58.1% | -122.5% | -73.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling