+150.1%
CCJ vs PODD
+767.5%
-617.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | +0.7% | +1.6% | -0.9% | +0.4% |
| 30D | +6.9% | +10.7% | -3.8% | +4.5% |
| 3M | -11.6% | +0.7% | -12.4% | -13.0% |
| 6M | -16.2% | -39.3% | +23.1% | -8.9% |
| YTD | +10.1% | -48.1% | +58.2% | +23.5% |
| 1Y | +32.3% | -57.4% | +89.7% | +54.0% |
| 3Y | +171.3% | -23.3% | +194.6% | +171.6% |
| 5Y | +372.4% | -51.3% | +423.7% | +408.6% |
| 10Y | +1,070.0% | +242.0% | +828.0% | +671.8% |
| All | +150.1% | +767.5% | -617.4% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling