+58.7%
CNQ vs QQQI
+3.6%
+55.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.4% |
| 7D | -13.5% | -4.2% | -9.3% | -14.5% |
| 30D | +2.2% | -11.6% | +13.8% | -1.7% |
| 3M | +7.8% | -6.4% | +14.1% | +5.7% |
| 6M | +8.5% | -4.7% | +13.2% | +8.0% |
| YTD | +47.6% | +3.3% | +44.3% | +52.1% |
| 1Y | +58.7% | +5.0% | +53.6% | +64.4% |
| All | +58.7% | +3.6% | +55.1% | +64.4% |
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