+42.1%
CB vs QQQI
+58.1%
-16.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.5% |
| 7D | -0.6% | +1.3% | -1.9% | -0.5% |
| 30D | -3.9% | +0.2% | -4.1% | -3.9% |
| 3M | +4.9% | +1.5% | +3.4% | +5.1% |
| 6M | +3.3% | +13.2% | -10.0% | +2.6% |
| YTD | +8.5% | +11.6% | -3.1% | +7.9% |
| 1Y | +22.1% | +18.0% | +4.1% | +20.4% |
| All | +42.1% | +58.1% | -16.0% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 all: compounded portfolio wealth divided by compounded QQQI 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…
all analysis · Full analysis span regression · 6 months rolling