+23.0%
QQQM vs CVS
+32.3%
-9.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +0.9% |
| 7D | -0.6% | -2.2% | +1.6% | -0.6% |
| 30D | -1.2% | -0.1% | -1.1% | -1.2% |
| 3M | -0.1% | -5.2% | +5.1% | 0.0% |
| 6M | +18.0% | +26.9% | -8.9% | +17.0% |
| YTD | +16.7% | +22.1% | -5.4% | +15.3% |
| 1Y | +23.0% | +30.8% | -7.8% | +23.7% |
| All | +23.0% | +32.3% | -9.2% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling