+174.5%
CIEN vs QQQI
+19.4%
+155.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.7% |
| 7D | -15.2% | +0.4% | -15.6% | -16.1% |
| 30D | -21.5% | +1.0% | -22.5% | -22.9% |
| 3M | -40.1% | -1.2% | -38.9% | -37.4% |
| 6M | -6.6% | +11.6% | -18.2% | -26.5% |
| YTD | +37.3% | +11.7% | +25.6% | +8.2% |
| 1Y | +174.5% | +18.7% | +155.9% | +85.1% |
| All | +174.5% | +19.4% | +155.2% | +85.1% |
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