+21.9%
CCL vs QID
-21.1%
+43.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.1% | +6.3% |
| 7D | +11.6% | +9.8% | +1.8% | +17.1% |
| 30D | +22.5% | +18.9% | +3.6% | +34.8% |
| 3M | +6.4% | +9.6% | -3.2% | +12.6% |
| 6M | +23.4% | -7.8% | +31.2% | +18.6% |
| YTD | +4.2% | -23.3% | +27.5% | -12.3% |
| 1Y | +21.9% | -22.0% | +43.9% | +2.7% |
| All | +21.9% | -21.1% | +43.0% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling