-64.4%
CSGP vs QQQI
+50.3%
-114.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -3.2% | -1.0% | -2.1% | -2.9% |
| 30D | +2.2% | -8.7% | +10.9% | +5.1% |
| 3M | -3.7% | -4.6% | +0.9% | -2.8% |
| 6M | -7.4% | -3.6% | -3.9% | -8.0% |
| YTD | -54.9% | +6.0% | -60.9% | -58.0% |
| 1Y | -54.9% | +6.0% | -60.9% | -58.0% |
| All | -64.4% | +50.3% | -114.7% | -73.3% |
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