+167.8%
CCJ vs PODD
-52.0%
+219.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.1% |
| 7D | +0.4% | -4.4% | +4.8% | +1.3% |
| 30D | -17.2% | +9.4% | -26.7% | -19.1% |
| 3M | -25.1% | +3.6% | -28.8% | -26.1% |
| 6M | -37.6% | -4.0% | -33.6% | -38.4% |
| YTD | -20.4% | -47.9% | +27.6% | -7.5% |
| 1Y | -22.5% | -53.8% | +31.3% | -7.0% |
| 3Y | +72.5% | -4.5% | +77.0% | +59.6% |
| All | +167.8% | -52.0% | +219.7% | +218.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling