-17.6%
CCJ vs NDAQ
+24.5%
-42.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -0.8% | +1.3% | -2.1% | -0.9% |
| 30D | -13.2% | +18.0% | -31.1% | -14.4% |
| 3M | -27.6% | +11.5% | -39.2% | -28.4% |
| 6M | -38.7% | +21.1% | -59.8% | -39.6% |
| YTD | -22.7% | +12.8% | -35.5% | -23.9% |
| 1Y | -17.6% | +25.7% | -43.3% | -28.5% |
| All | -17.6% | +24.5% | -42.1% | -28.5% |
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