+66.0%
CVE vs QID
-13.7%
+79.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +2.0% | -0.4% |
| 7D | -16.1% | +9.4% | -25.5% | -16.7% |
| 30D | -10.4% | +31.2% | -41.6% | -12.7% |
| 3M | -2.4% | +17.4% | -19.8% | -3.9% |
| 6M | -4.4% | +8.4% | -12.8% | -4.8% |
| YTD | +64.9% | -15.8% | +80.7% | +68.6% |
| 1Y | +66.0% | -16.3% | +82.4% | +70.0% |
| All | +66.0% | -13.7% | +79.7% | +70.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling