+48.9%
CIEN vs QQQI
+8.3%
+40.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.3% | -11.8% |
| 7D | -25.0% | -4.2% | -20.8% | -16.1% |
| 30D | -30.1% | -7.1% | -23.1% | -14.7% |
| 3M | -33.8% | -2.7% | -31.1% | -26.9% |
| 6M | -49.4% | +2.0% | -51.4% | -49.6% |
| YTD | +16.4% | +8.2% | +8.2% | +1.8% |
| 1Y | +48.9% | +8.9% | +40.0% | +29.9% |
| All | +48.9% | +8.3% | +40.5% | +29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling