+6.0%
QQQI vs CGNX
+27.5%
-21.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -1.0% | -12.6% | +11.5% | +0.6% |
| 30D | -8.7% | -19.3% | +10.6% | -6.3% |
| 3M | -4.6% | -21.0% | +16.4% | -2.1% |
| 6M | -3.6% | -22.4% | +18.8% | -1.2% |
| YTD | +6.0% | +41.8% | -35.7% | +2.3% |
| 1Y | +6.0% | +32.5% | -26.6% | +4.3% |
| All | +6.0% | +27.5% | -21.5% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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