+56.8%
QQQI vs CLX
-32.2%
+89.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.9% |
| 7D | -1.0% | -5.9% | +4.8% | -0.9% |
| 30D | -0.6% | -17.0% | +16.5% | -0.2% |
| 3M | +3.4% | -9.6% | +12.9% | +3.6% |
| 6M | +10.6% | -21.5% | +32.2% | +11.7% |
| YTD | +10.3% | -8.8% | +19.1% | +10.5% |
| 1Y | +16.3% | -24.7% | +41.0% | +18.0% |
| All | +56.8% | -32.2% | +89.1% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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