+76.0%
CNP vs QID
-76.9%
+152.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.2% |
| 7D | -3.0% | +1.8% | -4.8% | -2.8% |
| 30D | +6.8% | +21.6% | -14.8% | +8.6% |
| 3M | +3.6% | +12.6% | -9.0% | +4.8% |
| 6M | 0.0% | +6.9% | -6.9% | +0.8% |
| YTD | +9.4% | -20.5% | +29.9% | +7.4% |
| 1Y | +6.8% | -18.1% | +24.9% | +5.3% |
| 3Y | +64.2% | -70.7% | +134.8% | +44.6% |
| 5Y | +76.0% | -77.2% | +153.3% | +51.1% |
| All | +76.0% | -76.9% | +152.9% | +51.1% |
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