+4.5%
QQQM vs CDE
+3.1%
+1.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.7% | -6.4% |
| 7D | -9.4% | +4.2% | -13.6% | -10.0% |
| 30D | -14.7% | -14.8% | +0.1% | -12.9% |
| 3M | -9.6% | -16.1% | +6.5% | -8.0% |
| 6M | -4.7% | -14.5% | +9.8% | -3.9% |
| YTD | +5.9% | -17.9% | +23.7% | +4.7% |
| 1Y | +4.5% | +3.2% | +1.3% | -1.2% |
| All | +4.5% | +3.1% | +1.4% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 1y: compounded portfolio wealth divided by compounded CDE 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…
1y analysis · Full analysis span regression · 6 months rolling