-3.3%
CDNS vs QQQI
+56.3%
-59.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.4% |
| 7D | -6.5% | -1.0% | -5.5% | -5.2% |
| 30D | -13.0% | -0.6% | -12.4% | -12.2% |
| 3M | -26.0% | +3.4% | -29.4% | -29.9% |
| 6M | -2.8% | +10.6% | -13.5% | -16.0% |
| YTD | -8.8% | +10.3% | -19.1% | -20.5% |
| 1Y | -15.8% | +16.3% | -32.2% | -32.0% |
| All | -3.3% | +56.3% | -59.6% | -48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling