+152.0%
QQQM vs CVS
+93.4%
+58.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.0% |
| 7D | -0.6% | -2.2% | +1.6% | -0.3% |
| 30D | -1.2% | -0.1% | -1.1% | -1.2% |
| 3M | -0.1% | -5.2% | +5.1% | +0.4% |
| 6M | +18.0% | +26.9% | -8.9% | +14.4% |
| YTD | +16.7% | +22.1% | -5.4% | +13.4% |
| 1Y | +23.0% | +30.8% | -7.8% | +18.4% |
| 3Y | +93.3% | +54.4% | +38.9% | +79.9% |
| 5Y | +96.3% | +33.4% | +62.9% | +96.3% |
| All | +152.0% | +93.4% | +58.7% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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