+1,099.7%
CCJ vs IOVA
+4.5%
+1,095.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.3% |
| 7D | +4.2% | -2.2% | +6.4% | +4.4% |
| 30D | +3.2% | +31.7% | -28.5% | +0.7% |
| 3M | -1.8% | +117.3% | -119.1% | -9.0% |
| 6M | -13.5% | +55.8% | -69.4% | -18.2% |
| YTD | +9.7% | +208.8% | -199.0% | -2.6% |
| 1Y | +30.0% | +255.7% | -225.7% | +12.9% |
| 3Y | +172.6% | +41.7% | +130.9% | +135.1% |
| 5Y | +342.9% | -64.9% | +407.8% | +311.5% |
| 10Y | +1,099.7% | +6.3% | +1,093.4% | +974.5% |
| All | +1,099.7% | +4.5% | +1,095.3% | +974.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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