+303.7%
CCJ vs MNDY
-77.7%
+381.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.0% | -8.0% | -3.8% |
| 7D | -3.2% | -12.5% | +9.3% | -1.1% |
| 30D | -1.3% | -2.6% | +1.3% | -1.4% |
| 3M | +2.5% | +4.2% | -1.7% | +0.4% |
| 6M | -18.9% | +9.8% | -28.6% | -22.2% |
| YTD | +6.5% | -42.3% | +48.8% | +14.4% |
| 1Y | +22.8% | -54.5% | +77.4% | +37.8% |
| 3Y | +164.5% | -50.3% | +214.7% | +174.3% |
| 5Y | +303.7% | -77.1% | +380.8% | +325.5% |
| All | +303.7% | -77.7% | +381.4% | +325.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling