+58.2%
QQQI vs CVE
+123.7%
-65.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.4% |
| 7D | +0.8% | +2.0% | -1.1% | +0.5% |
| 30D | +0.2% | +13.2% | -13.0% | -1.7% |
| 3M | +2.3% | +21.7% | -19.4% | -0.8% |
| 6M | +11.6% | +48.4% | -36.8% | +3.7% |
| YTD | +11.3% | +100.1% | -88.8% | -3.1% |
| 1Y | +17.4% | +107.8% | -90.4% | +1.0% |
| All | +58.2% | +123.7% | -65.5% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling