+6.7%
CVS vs QQQI
+2.7%
+4.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.7% | +7.4% | +1.1% |
| 7D | -10.0% | -8.5% | -1.5% | -10.6% |
| 30D | -5.2% | -12.7% | +7.5% | -6.0% |
| 3M | -17.4% | -7.7% | -9.7% | -18.0% |
| 6M | +2.1% | -4.6% | +6.8% | +0.5% |
| YTD | +5.6% | +2.1% | +3.5% | +2.0% |
| 1Y | +6.7% | +2.1% | +4.6% | +3.1% |
| All | +6.7% | +2.7% | +4.0% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling