+30.0%
CCJ vs IOVA
+254.2%
-224.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.5% |
| 7D | +4.2% | -2.2% | +6.4% | +4.2% |
| 30D | +3.2% | +31.7% | -28.5% | +2.2% |
| 3M | -1.8% | +117.3% | -119.1% | -4.1% |
| 6M | -13.5% | +55.8% | -69.4% | -16.5% |
| YTD | +9.7% | +208.8% | -199.0% | +8.5% |
| 1Y | +30.0% | +255.7% | -225.7% | +30.3% |
| All | +30.0% | +254.2% | -224.2% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling