+1,133.6%
CNC vs QID
-100.0%
+1,233.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.6% |
| 7D | -1.0% | -2.7% | +1.7% | -1.8% |
| 30D | -1.8% | +1.8% | -3.6% | -1.2% |
| 3M | -0.7% | -2.2% | +1.5% | -0.8% |
| 6M | +47.9% | -32.1% | +80.1% | +32.7% |
| YTD | +56.9% | -28.6% | +85.5% | +43.3% |
| 1Y | +123.9% | -36.3% | +160.2% | +98.1% |
| 3Y | -1.3% | -74.4% | +73.1% | -32.9% |
| 5Y | +2.8% | -80.8% | +83.5% | -30.1% |
| 10Y | +90.9% | -99.1% | +190.0% | -50.3% |
| All | +1,133.6% | -100.0% | +1,233.6% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling