+16.9%
QQQI vs CAPR
+37.0%
-20.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.9% |
| 7D | -0.3% | -11.0% | +10.6% | -0.3% |
| 30D | -0.3% | +99.8% | -100.0% | -0.4% |
| 3M | +1.3% | -66.6% | +67.9% | +1.4% |
| 6M | +11.5% | -75.1% | +86.6% | +11.6% |
| YTD | +11.3% | -71.0% | +82.3% | +11.4% |
| 1Y | +16.9% | +30.0% | -13.1% | +17.8% |
| All | +16.9% | +37.0% | -20.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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