+53.3%
QQQI vs CVE
+94.1%
-40.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.5% |
| 7D | +5.6% | +4.6% | +1.0% | +5.0% |
| 30D | -6.5% | -12.0% | +5.5% | -5.1% |
| 3M | -3.4% | -3.8% | +0.4% | -3.3% |
| 6M | -1.6% | -2.7% | +1.1% | -1.8% |
| YTD | +7.8% | +73.6% | -65.8% | -4.5% |
| 1Y | +8.1% | +62.0% | -53.9% | -2.9% |
| All | +53.3% | +94.1% | -40.7% | +28.7% |
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