+532.7%
CIEN vs QQQI
+56.3%
+476.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.7% |
| 7D | +5.4% | -1.0% | +6.4% | +7.5% |
| 30D | -13.7% | -0.6% | -13.1% | -12.5% |
| 3M | -23.0% | +3.4% | -26.4% | -26.8% |
| 6M | -0.8% | +10.6% | -11.5% | -15.6% |
| YTD | +43.1% | +10.3% | +32.7% | +23.1% |
| 1Y | +157.6% | +16.3% | +141.3% | +105.3% |
| All | +532.7% | +56.3% | +476.4% | +272.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling