+51.8%
QQQI vs CVE
+95.3%
-43.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.1% |
| 7D | +3.3% | +5.9% | -2.6% | +2.6% |
| 30D | -5.8% | -10.9% | +5.1% | -4.5% |
| 3M | -5.0% | -4.5% | -0.5% | -4.8% |
| 6M | -3.2% | -1.0% | -2.2% | -3.6% |
| YTD | +6.8% | +74.7% | -68.0% | -5.5% |
| 1Y | +9.0% | +65.8% | -56.8% | -2.6% |
| All | +51.8% | +95.3% | -43.5% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 3y: compounded portfolio wealth divided by compounded CVE 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…
3y analysis · Full analysis span regression · 6 months rolling