-0.8%
CIEN vs QQQI
+10.6%
-11.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +1.0% |
| 7D | +5.4% | -1.0% | +6.4% | +7.9% |
| 30D | -13.7% | -0.6% | -13.1% | -12.2% |
| 3M | -23.0% | +3.4% | -26.4% | -28.1% |
| 6M | -0.8% | +10.6% | -11.5% | -18.6% |
| All | -0.8% | +10.6% | -11.4% | -18.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling