+2.1%
QQQI vs CAVA
+17.1%
-15.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.2% | -2.5% | -5.5% |
| 7D | -8.5% | +1.4% | -9.8% | -8.6% |
| 30D | -12.7% | +14.0% | -26.7% | -13.5% |
| 3M | -7.7% | -9.3% | +1.6% | -7.3% |
| 6M | -4.6% | -33.6% | +28.9% | -2.0% |
| YTD | +2.1% | +2.2% | -0.2% | +0.7% |
| 1Y | +2.1% | +19.1% | -17.1% | -1.1% |
| All | +2.1% | +17.1% | -15.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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