+58.2%
QQQI vs CDW
-35.3%
+93.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | 0.0% |
| 7D | +0.8% | -4.2% | +5.1% | +1.5% |
| 30D | +0.2% | +4.9% | -4.7% | -0.8% |
| 3M | +2.3% | +7.3% | -5.0% | +0.5% |
| 6M | +11.6% | +19.2% | -7.6% | +5.5% |
| YTD | +11.3% | +6.2% | +5.1% | +8.3% |
| 1Y | +17.4% | -14.0% | +31.4% | +21.6% |
| All | +58.2% | -35.3% | +93.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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