+57.5%
CVE vs QID
-19.3%
+76.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -10.0% | +1.8% | -11.8% | -10.1% |
| 30D | -11.9% | +21.6% | -33.5% | -13.8% |
| 3M | -5.9% | +12.6% | -18.6% | -7.3% |
| 6M | -1.6% | +6.9% | -8.5% | -2.1% |
| YTD | +66.3% | -20.5% | +86.8% | +70.9% |
| 1Y | +57.5% | -18.1% | +75.6% | +62.1% |
| All | +57.5% | -19.3% | +76.8% | +62.1% |
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 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