+2.1%
QQQI vs CLBK
+62.3%
-60.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.4% | -4.2% | -5.6% |
| 7D | -8.5% | +2.5% | -11.0% | -8.6% |
| 30D | -12.7% | -1.2% | -11.5% | -12.6% |
| 3M | -7.7% | +2.6% | -10.3% | -7.9% |
| 6M | -4.6% | +26.5% | -31.1% | -7.2% |
| YTD | +2.1% | +56.4% | -54.4% | -3.1% |
| 1Y | +2.1% | +58.8% | -56.7% | -3.8% |
| All | +2.1% | +62.3% | -60.2% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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