+1,604.2%
CCJ vs SYY
+1,926.7%
-322.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +5.9% | -2.8% | +8.7% | +6.7% |
| 30D | +4.7% | -5.3% | +10.0% | +6.3% |
| 3M | -3.3% | +5.1% | -8.4% | -4.8% |
| 6M | -7.0% | -5.0% | -2.0% | -6.4% |
| YTD | +11.5% | +10.7% | +0.8% | +7.5% |
| 1Y | +32.3% | +0.7% | +31.6% | +30.5% |
| 3Y | +176.8% | +24.0% | +152.8% | +153.8% |
| 5Y | +351.8% | +19.3% | +332.5% | +319.2% |
| 10Y | +1,080.5% | +96.4% | +984.1% | +780.0% |
| All | +1,604.2% | +1,926.7% | -322.5% | +750.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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