+342.9%
CCJ vs QID
-80.7%
+423.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.3% |
| 7D | +4.2% | -1.9% | +6.1% | +3.2% |
| 30D | +3.2% | +1.7% | +1.5% | +4.3% |
| 3M | -1.8% | -3.9% | +2.1% | -1.6% |
| 6M | -13.5% | -30.0% | +16.4% | -24.0% |
| YTD | +9.7% | -28.2% | +38.0% | -1.3% |
| 1Y | +30.0% | -35.6% | +65.6% | +13.0% |
| 3Y | +172.6% | -74.3% | +246.9% | +79.9% |
| 5Y | +342.9% | -80.8% | +423.8% | +218.0% |
| All | +342.9% | -80.7% | +423.6% | +218.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling