+21.3%
CCJ vs TECH
+42.2%
-20.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.0% | -0.4% | -3.6% | -4.0% |
| 30D | -2.4% | 0.0% | -2.3% | -2.4% |
| 3M | -2.3% | +33.7% | -36.0% | -3.5% |
| 6M | -16.2% | +34.9% | -51.1% | -18.0% |
| YTD | +5.7% | +23.2% | -17.5% | +3.2% |
| 1Y | +21.3% | +36.3% | -15.1% | +19.2% |
| All | +21.3% | +42.2% | -20.9% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling