+352.5%
CCJ vs MNDY
-49.8%
+402.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.7% | -1.1% |
| 7D | -4.0% | -4.6% | +0.6% | -3.4% |
| 30D | -2.4% | +1.0% | -3.4% | -3.0% |
| 3M | -2.3% | +9.1% | -11.4% | -4.7% |
| 6M | -16.2% | +14.2% | -30.4% | -19.7% |
| YTD | +5.7% | -41.1% | +46.8% | +12.2% |
| 1Y | +21.3% | -54.7% | +76.0% | +34.4% |
| 3Y | +159.4% | -50.6% | +210.0% | +170.2% |
| 5Y | +300.7% | -76.7% | +377.3% | +304.8% |
| All | +352.5% | -49.8% | +402.4% | +414.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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