+1,080.5%
CCJ vs ILMN
+28.5%
+1,052.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.5% | +2.0% |
| 7D | +5.9% | +1.9% | +4.0% | +5.5% |
| 30D | +4.7% | +12.3% | -7.6% | +2.0% |
| 3M | -3.3% | +33.5% | -36.8% | -9.8% |
| 6M | -7.0% | +69.4% | -76.4% | -18.2% |
| YTD | +11.5% | +60.9% | -49.5% | -1.3% |
| 1Y | +32.3% | +115.0% | -82.7% | +7.9% |
| 3Y | +176.8% | +37.0% | +139.8% | +142.7% |
| 5Y | +351.8% | -53.1% | +404.9% | +408.1% |
| 10Y | +1,080.5% | +27.6% | +1,052.9% | +905.0% |
| All | +1,080.5% | +28.5% | +1,052.1% | +905.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ILMN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling