+128.8%
CQP price history and return analytics
+65.7%
+63.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.1% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | +3.9% | -0.7% | +4.6% | +4.3% |
| 3M | +8.4% | +4.0% | +4.4% | +5.4% |
| 6M | +13.3% | +12.3% | +1.0% | +4.1% |
| YTD | +36.0% | +14.0% | +22.0% | +23.4% |
| 1Y | +38.3% | +20.3% | +18.0% | +20.5% |
| 3Y | +57.0% | +75.4% | -18.4% | +3.1% |
| 5Y | +128.8% | +66.0% | +62.9% | +50.8% |
| All | +128.8% | +65.7% | +63.1% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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