-65.3%
CSGP vs QQQI
+57.7%
-123.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -5.4% | +0.8% | -6.2% | -5.7% |
| 30D | -6.0% | +0.2% | -6.2% | -6.1% |
| 3M | -12.8% | +2.3% | -15.2% | -14.5% |
| 6M | -38.9% | +11.6% | -50.5% | -43.8% |
| YTD | -56.0% | +11.3% | -67.3% | -59.4% |
| 1Y | -66.4% | +17.4% | -83.9% | -70.2% |
| All | -65.3% | +57.7% | -123.0% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling