+351.8%
CCJ vs NDAQ
+55.5%
+296.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +2.0% |
| 7D | +5.9% | -2.6% | +8.5% | +7.1% |
| 30D | +4.7% | +0.5% | +4.2% | +4.5% |
| 3M | -3.3% | +9.9% | -13.2% | -7.7% |
| 6M | -7.0% | +8.2% | -15.2% | -11.2% |
| YTD | +11.5% | -1.5% | +12.9% | +10.7% |
| 1Y | +32.3% | +1.3% | +31.0% | +29.2% |
| 3Y | +176.8% | +92.6% | +84.3% | +92.6% |
| 5Y | +351.8% | +53.8% | +298.0% | +230.3% |
| All | +351.8% | +55.5% | +296.3% | +230.3% |
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