+639.7%
CEG vs QID
-80.7%
+720.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | +0.2% |
| 7D | +6.7% | -2.7% | +9.4% | +5.4% |
| 30D | +11.0% | +1.8% | +9.2% | +12.0% |
| 3M | +19.5% | -2.2% | +21.6% | +19.9% |
| 6M | -5.9% | -32.1% | +26.3% | -18.8% |
| YTD | -15.0% | -28.6% | +13.6% | -24.3% |
| 1Y | +0.6% | -36.3% | +37.0% | -13.3% |
| 3Y | +180.6% | -74.4% | +255.0% | +97.9% |
| All | +639.7% | -80.7% | +720.4% | +397.8% |
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