+58.2%
QQQI vs CF
+91.4%
-33.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.1% | -0.2% |
| 7D | +0.8% | -0.8% | +1.7% | +0.8% |
| 30D | +0.2% | +14.3% | -14.1% | +0.1% |
| 3M | +2.3% | +27.9% | -25.5% | +2.1% |
| 6M | +11.6% | +25.5% | -13.9% | +10.2% |
| YTD | +11.3% | +81.2% | -69.9% | +5.9% |
| 1Y | +17.4% | +66.5% | -49.1% | +12.6% |
| All | +58.2% | +91.4% | -33.2% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling