+58.6%
QQQI vs CASY
+171.9%
-113.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.2% |
| 7D | +1.3% | -4.4% | +5.7% | +1.7% |
| 30D | +0.2% | -12.0% | +12.3% | +1.4% |
| 3M | +1.5% | -2.3% | +3.8% | +0.8% |
| 6M | +13.2% | +10.5% | +2.7% | +9.9% |
| YTD | +11.6% | +33.0% | -21.5% | +4.7% |
| 1Y | +18.0% | +41.1% | -23.1% | +9.2% |
| All | +58.6% | +171.9% | -113.3% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling