+351.8%
CCJ vs PODD
-53.4%
+405.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.0% |
| 7D | +5.9% | -4.1% | +10.0% | +6.9% |
| 30D | +4.7% | +0.8% | +3.9% | +4.3% |
| 3M | -3.3% | -6.1% | +2.8% | -3.5% |
| 6M | -7.0% | -40.0% | +32.9% | +4.2% |
| YTD | +11.5% | -49.9% | +61.4% | +31.0% |
| 1Y | +32.3% | -59.3% | +91.6% | +64.2% |
| 3Y | +176.8% | -17.2% | +194.1% | +166.6% |
| 5Y | +351.8% | -53.0% | +404.8% | +407.7% |
| All | +351.8% | -53.4% | +405.2% | +407.7% |
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