+179.9%
CCJ vs TECH
-40.2%
+220.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | -17.2% | +0.5% | -17.7% | -17.3% |
| 3M | -25.1% | +1.1% | -26.2% | -25.3% |
| 6M | -37.6% | +51.0% | -88.6% | -43.5% |
| YTD | -20.4% | +24.4% | -44.7% | -25.8% |
| 1Y | -22.5% | +27.4% | -50.0% | -28.4% |
| 3Y | +72.5% | +28.5% | +44.0% | +46.9% |
| 5Y | +179.9% | -40.9% | +220.7% | +209.0% |
| All | +179.9% | -40.2% | +220.1% | +209.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling