+22.8%
CCJ vs PODD
-61.6%
+84.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.6% | -3.0% |
| 7D | -3.2% | -10.6% | +7.4% | -3.4% |
| 30D | -1.3% | -6.9% | +5.6% | -1.4% |
| 3M | +2.5% | -10.6% | +13.2% | +1.9% |
| 6M | -18.9% | -43.5% | +24.6% | -12.7% |
| YTD | +6.5% | -52.6% | +59.1% | +16.0% |
| 1Y | +22.8% | -60.1% | +82.9% | +42.0% |
| All | +22.8% | -61.6% | +84.4% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling