+148.0%
ADBE vs CCJ
+1,074.4%
-926.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.6% | -1.9% |
| 7D | -12.9% | -3.2% | -9.7% | -12.5% |
| 30D | -5.6% | -1.3% | -4.3% | -5.6% |
| 3M | +6.6% | +2.5% | +4.1% | +5.6% |
| 6M | -9.6% | -18.9% | +9.3% | -7.6% |
| YTD | -28.9% | +6.5% | -35.4% | -31.3% |
| 1Y | -28.9% | +22.8% | -51.8% | -33.9% |
| 3Y | -55.6% | +164.5% | -220.1% | -65.8% |
| 5Y | -62.2% | +303.7% | -366.0% | -73.9% |
| All | +148.0% | +1,074.4% | -926.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 10y: compounded portfolio wealth divided by compounded CCJ 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…
10y analysis · Full analysis span regression · 6 months rolling