-18.7%
CTSH vs QQQI
+57.7%
-76.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.5% |
| 7D | -3.7% | -0.3% | -3.4% | -3.6% |
| 30D | +3.7% | -0.3% | +4.0% | +3.8% |
| 3M | +17.9% | +1.3% | +16.6% | +16.6% |
| 6M | -2.6% | +11.5% | -14.1% | -9.7% |
| YTD | -26.4% | +11.3% | -37.7% | -31.6% |
| 1Y | -13.0% | +16.9% | -29.9% | -21.9% |
| All | -18.7% | +57.7% | -76.4% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling