+93.3%
QQQM vs CIEN
+624.4%
-531.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | 0.0% |
| 7D | -0.6% | +8.9% | -9.5% | -2.3% |
| 30D | -1.2% | -19.1% | +17.9% | +2.6% |
| 3M | -0.1% | -21.5% | +21.4% | +3.5% |
| 6M | +18.0% | +2.8% | +15.1% | +13.3% |
| YTD | +16.7% | +49.5% | -32.8% | +1.6% |
| 1Y | +23.0% | +163.8% | -140.8% | -7.7% |
| 3Y | +93.3% | +615.8% | -522.5% | +4.2% |
| All | +93.3% | +624.4% | -531.1% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling