+145.3%
CEG vs QQQI
+57.7%
+87.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.4% |
| 7D | +1.3% | +0.8% | +0.5% | +0.1% |
| 30D | +8.8% | +0.2% | +8.7% | +8.6% |
| 3M | +17.0% | +2.3% | +14.6% | +11.8% |
| 6M | -8.7% | +11.6% | -20.3% | -24.4% |
| YTD | -16.4% | +11.3% | -27.7% | -30.4% |
| 1Y | -1.8% | +17.4% | -19.2% | -24.7% |
| All | +145.3% | +57.7% | +87.6% | +34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling