+1,065.3%
CCJ vs PODD
+229.6%
+835.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.6% | -2.6% |
| 7D | -3.2% | -10.6% | +7.4% | -1.4% |
| 30D | -1.3% | -6.9% | +5.6% | -0.2% |
| 3M | +2.5% | -10.6% | +13.2% | +3.3% |
| 6M | -18.9% | -43.5% | +24.6% | -11.5% |
| YTD | +6.5% | -52.6% | +59.1% | +19.9% |
| 1Y | +22.8% | -60.1% | +82.9% | +42.4% |
| 3Y | +164.5% | -21.7% | +186.1% | +164.5% |
| 5Y | +303.7% | -54.6% | +358.3% | +332.3% |
| All | +1,065.3% | +229.6% | +835.7% | +952.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling