+58.2%
QQQI vs CAPR
+105.7%
-47.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.7% |
| 3M | +1.3% | -66.6% | +67.9% | +1.6% |
| 6M | +11.5% | -75.1% | +86.6% | +11.9% |
| YTD | +11.3% | -71.0% | +82.3% | +11.6% |
| 1Y | +16.9% | +30.0% | -13.1% | +15.1% |
| All | +58.2% | +105.7% | -47.5% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling