+2.3%
CLF vs QQQI
+16.9%
-14.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.1% | +0.7% |
| 7D | -3.5% | -0.3% | -3.2% | -3.0% |
| 30D | -1.6% | -0.3% | -1.3% | -1.1% |
| 3M | -12.0% | +1.3% | -13.4% | -14.9% |
| 6M | +30.0% | +11.5% | +18.5% | +6.4% |
| YTD | -9.2% | +11.3% | -20.5% | -25.9% |
| 1Y | +2.3% | +16.9% | -14.6% | -25.9% |
| All | +2.3% | +16.9% | -14.7% | -25.9% |
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