-8.8%
CI vs Q
+75.3%
-84.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.2% | -1.9% |
| 7D | -2.0% | +6.7% | -8.8% | -2.1% |
| 30D | -1.8% | -10.6% | +8.8% | -1.6% |
| 3M | -4.2% | -14.6% | +10.4% | -4.3% |
| 6M | +2.7% | +12.1% | -9.4% | -1.1% |
| YTD | +1.9% | +51.3% | -49.3% | -4.7% |
| All | -8.8% | +75.3% | -84.1% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded Q 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling