+351.8%
CCJ vs TECH
-41.8%
+393.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | +5.9% | +0.2% | +5.8% | +5.9% |
| 30D | +4.7% | +0.1% | +4.6% | +4.7% |
| 3M | -3.3% | +37.5% | -40.8% | -10.4% |
| 6M | -7.0% | +34.6% | -41.6% | -14.7% |
| YTD | +11.5% | +23.5% | -12.0% | +4.0% |
| 1Y | +32.3% | +34.4% | -2.1% | +19.8% |
| 3Y | +176.8% | +2.3% | +174.6% | +160.1% |
| 5Y | +351.8% | -41.7% | +393.5% | +392.3% |
| All | +351.8% | -41.8% | +393.6% | +392.3% |
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