-21.8%
CCI vs QQQI
+56.3%
-78.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.8% |
| 7D | -4.4% | -1.0% | -3.3% | -4.5% |
| 30D | +0.3% | -0.6% | +0.9% | +0.3% |
| 3M | -20.0% | +3.4% | -23.3% | -19.8% |
| 6M | -14.5% | +10.6% | -25.2% | -14.5% |
| YTD | -14.9% | +10.3% | -25.2% | -14.9% |
| 1Y | -17.7% | +16.3% | -34.0% | -17.5% |
| All | -21.8% | +56.3% | -78.1% | -23.0% |
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