-25.9%
CCJ vs NDAQ
+28.8%
-54.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.4% |
| 7D | -14.5% | +3.9% | -18.4% | -14.8% |
| 30D | -18.1% | +19.0% | -37.0% | -19.5% |
| 3M | -23.0% | +17.6% | -40.6% | -24.2% |
| 6M | -39.4% | +21.0% | -60.4% | -40.4% |
| YTD | -21.7% | +14.1% | -35.7% | -23.2% |
| 1Y | -25.9% | +29.4% | -55.4% | -39.1% |
| All | -25.9% | +28.8% | -54.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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