-46.8%
CPNG vs QQQI
+19.4%
-66.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -7.4% | +0.4% | -7.8% | -7.8% |
| 30D | -4.4% | +1.0% | -5.4% | -5.5% |
| 3M | -7.5% | -1.2% | -6.3% | -7.3% |
| 6M | -19.9% | +11.6% | -31.5% | -31.1% |
| YTD | -35.2% | +11.7% | -46.9% | -44.3% |
| 1Y | -46.8% | +18.7% | -65.5% | -60.3% |
| All | -46.8% | +19.4% | -66.1% | -60.3% |
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