+639.5%
CEG vs QID
-80.8%
+720.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +4.7% |
| 7D | +8.0% | -0.6% | +8.7% | +7.7% |
| 30D | +12.9% | 0.0% | +12.9% | +13.1% |
| 3M | +13.2% | +3.7% | +9.4% | +16.9% |
| 6M | -7.0% | -29.9% | +22.9% | -18.5% |
| YTD | -15.0% | -28.8% | +13.8% | -24.4% |
| 1Y | -2.7% | -37.2% | +34.4% | -16.7% |
| 3Y | +184.1% | -73.7% | +257.8% | +101.7% |
| All | +639.5% | -80.8% | +720.2% | +397.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling