+138.2%
QQQM vs CVE
+678.2%
-540.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.5% | -10.0% | +8.4% | -0.4% |
| 30D | -10.2% | -11.9% | +1.7% | -9.0% |
| 3M | -6.3% | -5.9% | -0.3% | -5.9% |
| 6M | -4.9% | -1.6% | -3.3% | -5.3% |
| YTD | +10.3% | +66.3% | -56.0% | +2.0% |
| 1Y | +8.8% | +57.5% | -48.7% | +1.3% |
| 3Y | +81.8% | +65.4% | +16.3% | +64.7% |
| 5Y | +79.1% | +144.2% | -65.1% | +57.2% |
| All | +138.2% | +678.2% | -540.1% | +102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling