+58.2%
QQQI vs CRS
+597.1%
-538.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -0.3% | -6.8% | +6.4% | +0.9% |
| 30D | -0.3% | -16.1% | +15.8% | +2.8% |
| 3M | +1.3% | -21.2% | +22.5% | +5.5% |
| 6M | +11.5% | +8.7% | +2.8% | +9.2% |
| YTD | +11.3% | +41.0% | -29.7% | +3.8% |
| 1Y | +16.9% | +82.7% | -65.8% | +3.0% |
| All | +58.2% | +597.1% | -538.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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