+16.3%
QQQI vs CF
+63.1%
-46.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.1% |
| 7D | -1.0% | -2.0% | +0.9% | -1.2% |
| 30D | -0.6% | +15.3% | -15.9% | +0.9% |
| 3M | +3.4% | +24.3% | -20.9% | +5.6% |
| 6M | +10.6% | +23.9% | -13.3% | +12.0% |
| YTD | +10.3% | +77.3% | -66.9% | +10.6% |
| 1Y | +16.3% | +58.7% | -42.3% | +18.0% |
| All | +16.3% | +63.1% | -46.8% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling