+1,065.3%
CCJ vs TECH
+189.8%
+875.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.7% | -2.9% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | -1.3% | 0.0% | -1.3% | -1.3% |
| 3M | +2.5% | +37.4% | -34.9% | -6.0% |
| 6M | -18.9% | +36.9% | -55.7% | -26.7% |
| YTD | +6.5% | +23.1% | -16.6% | -1.5% |
| 1Y | +22.8% | +42.2% | -19.4% | +8.4% |
| 3Y | +164.5% | +1.9% | +162.5% | +145.6% |
| 5Y | +303.7% | -42.9% | +346.6% | +343.8% |
| All | +1,065.3% | +189.8% | +875.5% | +740.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling