+42.1%
CSX vs QQQI
+58.1%
-16.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.6% | +1.3% | -0.7% | 0.0% |
| 30D | -2.3% | +0.2% | -2.5% | -2.3% |
| 3M | +4.3% | +1.5% | +2.8% | +3.3% |
| 6M | +23.4% | +13.2% | +10.1% | +14.9% |
| YTD | +36.4% | +11.6% | +24.8% | +28.0% |
| 1Y | +53.0% | +18.0% | +35.0% | +39.0% |
| All | +42.1% | +58.1% | -16.0% | +9.5% |
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