+58.2%
QQQI vs CASY
+128.2%
-70.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.1% |
| 7D | -0.3% | -18.6% | +18.3% | +1.4% |
| 30D | -0.3% | -26.6% | +26.4% | +2.4% |
| 3M | +1.3% | -32.8% | +34.1% | +5.1% |
| 6M | +11.5% | -10.0% | +21.5% | +10.4% |
| YTD | +11.3% | +11.6% | -0.3% | +6.0% |
| 1Y | +16.9% | +11.5% | +5.4% | +11.2% |
| All | +58.2% | +128.2% | -70.0% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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