+152.0%
QQQM vs CIEN
+719.6%
-567.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | -0.2% |
| 7D | -0.6% | +8.9% | -9.5% | -2.6% |
| 30D | -1.2% | -19.1% | +17.9% | +3.4% |
| 3M | -0.1% | -21.5% | +21.4% | +4.2% |
| 6M | +18.0% | +2.8% | +15.1% | +12.1% |
| YTD | +16.7% | +49.5% | -32.8% | -1.4% |
| 1Y | +23.0% | +163.8% | -140.8% | -12.8% |
| 3Y | +93.3% | +615.8% | -522.5% | -6.0% |
| 5Y | +96.3% | +548.4% | -452.1% | -2.9% |
| All | +152.0% | +719.6% | -567.5% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 10y: compounded portfolio wealth divided by compounded CIEN 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…
10y analysis · Full analysis span regression · 6 months rolling