+58.2%
QQQI vs CAVA
+18.1%
+40.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +0.4% |
| 7D | -0.3% | -8.0% | +7.7% | +0.7% |
| 30D | -0.3% | -19.6% | +19.3% | +2.4% |
| 3M | +1.3% | -36.7% | +38.0% | +7.1% |
| 6M | +11.5% | -30.6% | +42.1% | +15.8% |
| YTD | +11.3% | -4.8% | +16.1% | +9.2% |
| 1Y | +16.9% | -13.1% | +30.0% | +15.9% |
| All | +58.2% | +18.1% | +40.1% | +51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling