+534.7%
QQQ vs C
+216.5%
+318.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.6% | +4.2% | -0.5% | +2.1% |
| 30D | -6.7% | +2.0% | -8.7% | -7.3% |
| 3M | -7.0% | -10.1% | +3.1% | -3.5% |
| 6M | -4.7% | +1.0% | -5.7% | -5.4% |
| YTD | +11.1% | +8.5% | +2.6% | +6.7% |
| 1Y | +12.3% | +25.7% | -13.5% | +2.0% |
| 3Y | +83.3% | +216.0% | -132.7% | +16.8% |
| 5Y | +77.5% | +112.3% | -34.8% | +27.9% |
| All | +534.7% | +216.5% | +318.1% | +300.2% |
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