-50.5%
CPNG vs QID
-80.8%
+30.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.8% | +2.1% |
| 7D | -1.1% | +1.3% | -2.4% | -0.4% |
| 30D | -7.4% | +2.9% | -10.3% | -5.9% |
| 3M | -12.3% | -0.7% | -11.6% | -12.1% |
| 6M | -19.4% | -29.7% | +10.2% | -31.4% |
| YTD | -35.9% | -27.9% | -8.0% | -44.2% |
| 1Y | -53.4% | -34.6% | -18.8% | -61.1% |
| 3Y | -20.0% | -73.5% | +53.5% | -56.4% |
| All | -50.5% | -80.8% | +30.3% | -73.7% |
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