+79.6%
CCJ vs NDAQ
+117.2%
-37.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.3% | +4.4% | +5.3% |
| 7D | +2.7% | -0.1% | +2.8% | +2.8% |
| 30D | -14.4% | +15.9% | -30.3% | -18.4% |
| 3M | -22.6% | +15.1% | -37.7% | -26.1% |
| 6M | -35.4% | +22.9% | -58.3% | -40.0% |
| YTD | -17.6% | +12.8% | -30.5% | -21.1% |
| 1Y | -18.1% | +26.0% | -44.2% | -25.8% |
| 3Y | +79.6% | +119.7% | -40.1% | +31.7% |
| All | +79.6% | +117.2% | -37.7% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling