+43.8%
CAVA vs CCJ
+164.6%
-120.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.5% | -3.6% |
| 7D | -12.4% | -3.2% | -9.3% | -11.6% |
| 30D | -11.2% | -1.3% | -9.9% | -11.0% |
| 3M | -33.8% | +2.5% | -36.3% | -34.7% |
| 6M | -32.5% | -18.9% | -13.6% | -29.7% |
| YTD | -8.0% | +6.5% | -14.5% | -13.2% |
| 1Y | -17.1% | +22.8% | -40.0% | -27.3% |
| All | +43.8% | +164.6% | -120.8% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling