+58.2%
QQQI vs CFG
+123.6%
-65.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +0.8% | -0.6% | +1.4% | +1.0% |
| 30D | +0.2% | -4.5% | +4.7% | +1.3% |
| 3M | +2.3% | +6.3% | -4.0% | +0.5% |
| 6M | +11.6% | +20.6% | -9.0% | +5.6% |
| YTD | +11.3% | +21.2% | -9.9% | +4.9% |
| 1Y | +17.4% | +38.2% | -20.8% | +6.4% |
| All | +58.2% | +123.6% | -65.4% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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