+216.8%
CB vs QID
-99.1%
+315.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -0.6% | -2.7% | +2.1% | -1.1% |
| 30D | -3.9% | +1.8% | -5.7% | -3.6% |
| 3M | +4.9% | -2.2% | +7.1% | +4.7% |
| 6M | +3.3% | -32.1% | +35.4% | -3.6% |
| YTD | +8.5% | -28.6% | +37.1% | +2.4% |
| 1Y | +22.1% | -36.3% | +58.4% | +12.7% |
| 3Y | +70.1% | -74.4% | +144.5% | +33.6% |
| 5Y | +97.4% | -80.8% | +178.2% | +56.8% |
| 10Y | +216.8% | -99.1% | +315.9% | +38.4% |
| All | +216.8% | -99.1% | +315.9% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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