+58.2%
QQQI vs CAPR
+112.3%
-54.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | -0.2% |
| 7D | +0.8% | -12.6% | +13.5% | +0.9% |
| 30D | +0.2% | +124.4% | -124.3% | -0.3% |
| 3M | +2.3% | -66.8% | +69.1% | +2.6% |
| 6M | +11.6% | -71.8% | +83.4% | +11.9% |
| YTD | +11.3% | -70.1% | +81.4% | +11.6% |
| 1Y | +17.4% | +33.3% | -15.9% | +15.7% |
| All | +58.2% | +112.3% | -54.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling