+175.3%
CCJ vs NDAQ
+64.4%
+110.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.3% | +4.4% | +5.2% |
| 7D | +2.7% | -0.1% | +2.8% | +2.8% |
| 30D | -14.4% | +15.9% | -30.3% | -19.9% |
| 3M | -22.6% | +15.1% | -37.7% | -27.4% |
| 6M | -35.4% | +22.9% | -58.3% | -41.7% |
| YTD | -17.6% | +12.8% | -30.5% | -23.0% |
| 1Y | -18.1% | +26.0% | -44.2% | -27.9% |
| 3Y | +79.6% | +119.7% | -40.1% | +15.2% |
| 5Y | +175.3% | +65.4% | +109.9% | +105.3% |
| All | +175.3% | +64.4% | +110.9% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling