+303.7%
CCJ vs TD
+122.4%
+181.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.6% |
| 7D | -3.2% | -2.6% | -0.6% | -1.4% |
| 30D | -1.3% | -1.0% | -0.3% | -0.7% |
| 3M | +2.5% | +5.6% | -3.1% | -1.6% |
| 6M | -18.9% | +27.1% | -46.0% | -31.1% |
| YTD | +6.5% | +29.4% | -22.9% | -10.6% |
| 1Y | +22.8% | +60.7% | -37.9% | -10.0% |
| 3Y | +164.5% | +127.6% | +36.9% | +50.6% |
| 5Y | +303.7% | +125.4% | +178.3% | +108.9% |
| All | +303.7% | +122.4% | +181.3% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TD 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling