+153.2%
QQQM vs CNP
+118.4%
+34.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +1.5% | +1.6% | -0.2% | +1.2% |
| 30D | -0.7% | -0.8% | +0.1% | -0.5% |
| 3M | +0.4% | -3.6% | +4.0% | +0.9% |
| 6M | +20.1% | -6.9% | +27.0% | +21.4% |
| YTD | +17.2% | +6.4% | +10.8% | +14.7% |
| 1Y | +24.7% | +9.9% | +14.8% | +20.8% |
| 3Y | +96.6% | +53.1% | +43.5% | +71.9% |
| 5Y | +95.0% | +72.0% | +23.1% | +67.1% |
| All | +153.2% | +118.4% | +34.8% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 all: compounded portfolio wealth divided by compounded CNP 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…
all analysis · Full analysis span regression · 6 months rolling