+20.4%
CLF vs QQQI
+7.5%
+12.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.0% |
| 7D | +10.4% | +3.3% | +7.0% | +6.0% |
| 30D | +0.6% | -5.8% | +6.4% | +8.4% |
| 3M | +4.1% | -5.0% | +9.1% | +11.3% |
| 6M | +15.1% | -3.2% | +18.3% | +19.6% |
| YTD | -4.7% | +6.8% | -11.5% | -14.3% |
| 1Y | +20.4% | +9.0% | +11.4% | +5.2% |
| All | +20.4% | +7.5% | +12.9% | +5.2% |
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