+1,604.2%
CCJ vs SONY
+393.5%
+1,210.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +2.6% |
| 7D | +5.9% | -5.2% | +11.1% | +7.8% |
| 30D | +4.7% | +0.3% | +4.4% | +4.4% |
| 3M | -3.3% | +6.2% | -9.5% | -5.9% |
| 6M | -7.0% | +9.5% | -16.6% | -10.4% |
| YTD | +11.5% | -8.1% | +19.5% | +13.8% |
| 1Y | +32.3% | -17.9% | +50.2% | +39.9% |
| 3Y | +176.8% | +41.5% | +135.3% | +140.7% |
| 5Y | +351.8% | +11.8% | +340.0% | +322.2% |
| 10Y | +1,080.5% | +275.4% | +805.1% | +633.6% |
| All | +1,604.2% | +393.5% | +1,210.7% | +647.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SONY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling