+77.5%
QQQM vs CVE
+135.1%
-57.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +3.4% |
| 7D | -0.3% | -10.1% | +9.7% | +1.1% |
| 30D | -9.7% | -12.1% | +2.5% | -8.1% |
| 3M | -6.0% | -1.9% | -4.1% | -6.1% |
| 6M | -4.3% | -1.8% | -2.5% | -4.8% |
| YTD | +10.9% | +65.8% | -54.9% | 0.0% |
| 1Y | +11.9% | +60.8% | -49.0% | +1.4% |
| 3Y | +86.9% | +70.1% | +16.7% | +63.0% |
| 5Y | +77.5% | +134.8% | -57.2% | +43.4% |
| All | +77.5% | +135.1% | -57.6% | +43.4% |
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