+51.9%
CSX vs QQQI
+52.8%
-0.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | +3.1% | +5.6% | -2.6% | +0.8% |
| 30D | +9.7% | -6.5% | +16.2% | +12.6% |
| 3M | +4.9% | -3.4% | +8.3% | +6.0% |
| 6M | +18.4% | -1.6% | +20.0% | +18.0% |
| YTD | +45.9% | +7.8% | +38.0% | +38.3% |
| 1Y | +50.0% | +8.1% | +41.9% | +41.9% |
| All | +51.9% | +52.8% | -0.9% | +18.2% |
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