+42.2%
CVS vs QQQI
+56.3%
-14.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -2.0% | -1.0% | -0.9% | -1.8% |
| 30D | +1.9% | -0.6% | +2.5% | +2.0% |
| 3M | -2.2% | +3.4% | -5.5% | -2.9% |
| 6M | +26.7% | +10.6% | +16.1% | +23.9% |
| YTD | +22.9% | +10.3% | +12.6% | +20.0% |
| 1Y | +32.9% | +16.3% | +16.6% | +28.4% |
| All | +42.2% | +56.3% | -14.1% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling