+96.4%
QQQM vs CVS
+32.8%
+63.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.1% |
| YTD | +16.7% | +22.1% | -5.4% | +13.0% |
| 1Y | +23.0% | +30.8% | -7.8% | +17.9% |
| 3Y | +93.3% | +54.4% | +38.9% | +78.0% |
| All | +96.4% | +32.8% | +63.6% | +94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling