+246.7%
CB vs QID
-99.0%
+345.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.8% |
| 7D | +0.7% | +1.8% | -1.1% | +1.1% |
| 30D | +8.2% | +21.6% | -13.4% | +11.9% |
| 3M | +6.3% | +12.6% | -6.3% | +8.6% |
| 6M | +16.2% | +6.9% | +9.3% | +17.8% |
| YTD | +19.3% | -20.5% | +39.9% | +14.8% |
| 1Y | +29.2% | -18.1% | +47.3% | +25.1% |
| 3Y | +71.4% | -70.7% | +142.1% | +37.8% |
| 5Y | +104.2% | -77.2% | +181.5% | +67.9% |
| 10Y | +246.7% | -99.0% | +345.7% | +65.4% |
| All | +246.7% | -99.0% | +345.6% | +65.4% |
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