+176.8%
CCJ vs NDAQ
+91.7%
+85.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +1.8% |
| 7D | +5.9% | -2.6% | +8.5% | +6.8% |
| 30D | +4.7% | +0.5% | +4.2% | +4.5% |
| 3M | -3.3% | +9.9% | -13.2% | -6.5% |
| 6M | -7.0% | +8.2% | -15.2% | -10.1% |
| YTD | +11.5% | -1.5% | +12.9% | +11.5% |
| 1Y | +32.3% | +1.3% | +31.0% | +30.3% |
| 3Y | +176.8% | +92.6% | +84.3% | +115.7% |
| All | +176.8% | +91.7% | +85.1% | +115.7% |
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