+152.5%
QQQM vs CTSH
-14.4%
+166.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.7% |
| 7D | +1.0% | -8.2% | +9.2% | +3.8% |
| 30D | -0.6% | +0.4% | -1.0% | -1.0% |
| 3M | +1.3% | +10.6% | -9.3% | -3.2% |
| 6M | +18.2% | -8.8% | +27.0% | +22.0% |
| YTD | +16.9% | -28.6% | +45.5% | +34.1% |
| 1Y | +24.0% | -15.9% | +40.0% | +30.4% |
| 3Y | +96.0% | -13.9% | +109.9% | +100.3% |
| 5Y | +95.2% | -17.1% | +112.3% | +103.8% |
| All | +152.5% | -14.4% | +166.9% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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