+571.7%
QQQ vs C
+288.6%
+283.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | +1.0% | +2.6% | -1.6% | 0.0% |
| 30D | -0.6% | +1.9% | -2.5% | -1.4% |
| 3M | +1.3% | +2.8% | -1.5% | +0.1% |
| 6M | +18.1% | +30.6% | -12.4% | +6.6% |
| YTD | +16.9% | +19.9% | -3.0% | +8.3% |
| 1Y | +24.0% | +44.6% | -20.6% | +7.0% |
| 3Y | +95.6% | +272.1% | -176.5% | +17.6% |
| 5Y | +94.5% | +132.0% | -37.5% | +35.8% |
| 10Y | +571.7% | +294.7% | +277.1% | +284.1% |
| All | +571.7% | +288.6% | +283.1% | +284.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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