+84.5%
CCJ vs PODD
+782.5%
-698.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.7% |
| 7D | +3.7% | -9.1% | +12.8% | +5.6% |
| 30D | -13.7% | +7.3% | -21.0% | -15.1% |
| 3M | -24.7% | +3.7% | -28.4% | -25.6% |
| 6M | -38.1% | -2.7% | -35.5% | -39.0% |
| YTD | -18.8% | -47.2% | +28.5% | -9.5% |
| 1Y | -19.5% | -54.0% | +34.5% | -7.8% |
| 3Y | +75.9% | -3.3% | +79.2% | +68.5% |
| 5Y | +173.1% | -52.3% | +225.4% | +194.6% |
| 10Y | +813.5% | +322.4% | +491.1% | +479.2% |
| All | +84.5% | +782.5% | -698.0% | -25.7% |
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 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