+1,056.5%
CCJ vs FTAI
+3,098.4%
-2,042.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.1% | -1.6% |
| 7D | -4.0% | -5.2% | +1.2% | -2.7% |
| 30D | -2.4% | -17.9% | +15.5% | +2.7% |
| 3M | -2.3% | -22.7% | +20.4% | +3.8% |
| 6M | -16.2% | -28.0% | +11.8% | -9.9% |
| YTD | +5.7% | -5.0% | +10.6% | +6.3% |
| 1Y | +21.3% | +10.4% | +10.9% | +16.6% |
| 3Y | +159.4% | +425.2% | -265.8% | +45.5% |
| 5Y | +300.7% | +890.3% | -589.7% | +80.7% |
| All | +1,056.5% | +3,098.4% | -2,042.0% | +227.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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