+58.2%
QQQI vs CPB
-43.9%
+102.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | +0.8% | -8.0% | +8.8% | +0.3% |
| 30D | +0.2% | -2.4% | +2.6% | 0.0% |
| 3M | +2.3% | +0.5% | +1.8% | +2.5% |
| 6M | +11.6% | -10.5% | +22.1% | +11.3% |
| YTD | +11.3% | -17.5% | +28.8% | +10.7% |
| 1Y | +17.4% | -31.0% | +48.5% | +16.4% |
| All | +58.2% | -43.9% | +102.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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