+56.8%
QQQI vs CF
+87.3%
-30.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.9% |
| 7D | -1.0% | -2.0% | +0.9% | -1.0% |
| 30D | -0.6% | +15.3% | -15.9% | -0.6% |
| 3M | +3.4% | +24.3% | -20.9% | +3.1% |
| 6M | +10.6% | +23.9% | -13.3% | +9.2% |
| YTD | +10.3% | +77.3% | -66.9% | +4.9% |
| 1Y | +16.3% | +58.7% | -42.3% | +11.9% |
| All | +56.8% | +87.3% | -30.5% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 10y: compounded portfolio wealth divided by compounded CF 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…
10y analysis · Full analysis span regression · 6 months rolling