+5.6%
CNC vs QID
-80.8%
+86.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +1.4% |
| 7D | -0.9% | +1.3% | -2.2% | -0.8% |
| 30D | -1.0% | +2.9% | -3.9% | -0.7% |
| 3M | +4.5% | -0.7% | +5.3% | +4.7% |
| 6M | +85.2% | -29.7% | +114.9% | +79.6% |
| YTD | +61.4% | -27.9% | +89.3% | +57.0% |
| 1Y | +94.9% | -34.6% | +129.5% | +88.1% |
| 3Y | 0.0% | -73.5% | +73.5% | -12.3% |
| All | +5.6% | -80.8% | +86.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling