+340.7%
CCJ vs IOT
+54.1%
+286.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -4.0% | -4.5% | +0.5% | -3.3% |
| 30D | -2.4% | -2.4% | +0.1% | -2.1% |
| 3M | -2.3% | +19.0% | -21.3% | -6.0% |
| 6M | -16.2% | +19.6% | -35.9% | -20.1% |
| YTD | +5.7% | +8.3% | -2.6% | +1.5% |
| 1Y | +21.3% | -0.8% | +22.1% | +18.0% |
| 3Y | +159.4% | +24.4% | +135.0% | +132.0% |
| All | +340.7% | +54.1% | +286.6% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded IOT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling