+152.0%
QQQM vs CAH
+461.4%
-309.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.6% | -5.1% | +4.5% | +0.1% |
| 30D | -1.2% | +0.2% | -1.4% | -1.3% |
| 3M | -0.1% | +6.3% | -6.4% | -1.1% |
| 6M | +18.0% | +9.4% | +8.6% | +16.3% |
| YTD | +16.7% | +15.0% | +1.7% | +14.0% |
| 1Y | +23.0% | +55.4% | -32.4% | +13.9% |
| 3Y | +93.3% | +173.8% | -80.5% | +60.0% |
| 5Y | +96.3% | +395.2% | -298.9% | +44.7% |
| All | +152.0% | +461.4% | -309.3% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling