-13.1%
CAVA vs CCJ
+22.0%
-35.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.2% | +3.6% |
| 7D | -8.0% | -4.0% | -4.0% | -7.6% |
| 30D | -19.6% | -2.4% | -17.2% | -19.4% |
| 3M | -36.7% | -2.3% | -34.4% | -36.7% |
| 6M | -30.6% | -16.2% | -14.4% | -29.7% |
| YTD | -4.8% | +5.7% | -10.5% | -6.2% |
| 1Y | -13.1% | +21.3% | -34.4% | -12.6% |
| All | -13.1% | +22.0% | -35.1% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling