+58.2%
QQQI vs CNP
+50.9%
+7.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -1.4% | +1.1% | -0.4% |
| 30D | -0.3% | -2.9% | +2.6% | -0.3% |
| 3M | +1.3% | -7.5% | +8.9% | +1.2% |
| 6M | +11.5% | -7.9% | +19.4% | +11.4% |
| YTD | +11.3% | +3.7% | +7.5% | +10.4% |
| 1Y | +16.9% | +4.6% | +12.3% | +15.8% |
| All | +58.2% | +50.9% | +7.3% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 5y: compounded portfolio wealth divided by compounded CNP 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…
5y analysis · Full analysis span regression · 6 months rolling