+523.8%
QQQ vs C
+218.0%
+305.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.5% | -0.4% | -1.2% | -1.3% |
| 30D | -10.2% | -5.2% | -5.0% | -8.4% |
| 3M | -6.3% | -9.1% | +2.8% | -3.1% |
| 6M | -4.9% | -1.6% | -3.3% | -4.7% |
| YTD | +10.2% | +6.9% | +3.3% | +6.4% |
| 1Y | +8.8% | +23.0% | -14.2% | -0.3% |
| 3Y | +81.4% | +216.1% | -134.8% | +15.6% |
| 5Y | +78.5% | +112.2% | -33.8% | +28.8% |
| 10Y | +523.8% | +208.8% | +315.0% | +301.5% |
| All | +523.8% | +218.0% | +305.8% | +301.5% |
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