+37.2%
QQQM vs CRCL
+31.3%
+5.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -0.6% | -11.2% | +10.7% | 0.0% |
| 30D | -1.2% | +27.1% | -28.3% | -2.5% |
| 3M | -0.1% | +9.6% | -9.7% | -1.0% |
| 6M | +18.0% | -19.7% | +37.6% | +17.7% |
| YTD | +16.7% | +14.2% | +2.4% | +14.3% |
| 1Y | +23.0% | -32.2% | +55.3% | +21.8% |
| All | +37.2% | +31.3% | +5.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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