+1,056.5%
CCJ vs BBY
+252.7%
+803.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.8% | -1.4% |
| 7D | -4.0% | +0.6% | -4.6% | -4.2% |
| 30D | -2.4% | +9.4% | -11.8% | -4.4% |
| 3M | -2.3% | +19.3% | -21.7% | -6.3% |
| 6M | -16.2% | +47.9% | -64.1% | -23.7% |
| YTD | +5.7% | +39.6% | -33.9% | -3.1% |
| 1Y | +21.3% | +22.2% | -0.9% | +14.5% |
| 3Y | +159.4% | +45.0% | +114.4% | +126.9% |
| 5Y | +300.7% | +2.6% | +298.1% | +269.4% |
| All | +1,056.5% | +252.7% | +803.8% | +770.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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