+561.0%
CIEN vs QQQI
+57.7%
+503.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +2.8% |
| 7D | +8.9% | -0.3% | +9.2% | +9.6% |
| 30D | -19.1% | -0.3% | -18.8% | -18.5% |
| 3M | -21.5% | +1.3% | -22.8% | -22.5% |
| 6M | +2.8% | +11.5% | -8.7% | -13.7% |
| YTD | +49.5% | +11.3% | +38.2% | +26.6% |
| 1Y | +163.8% | +16.9% | +146.9% | +108.3% |
| All | +561.0% | +57.7% | +503.3% | +283.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling