+58.2%
QQQI vs CBRE
+62.0%
-3.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | -0.3% | -5.0% | +4.6% | +0.6% |
| 30D | -0.3% | -4.7% | +4.4% | +0.5% |
| 3M | +1.3% | +6.5% | -5.2% | -0.5% |
| 6M | +11.5% | +6.1% | +5.4% | +9.3% |
| YTD | +11.3% | -12.6% | +23.9% | +13.6% |
| 1Y | +16.9% | -15.3% | +32.2% | +20.2% |
| All | +58.2% | +62.0% | -3.8% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 5y: compounded portfolio wealth divided by compounded CBRE 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…
5y analysis · Full analysis span regression · 6 months rolling