-17.6%
CCJ vs VIK
+47.3%
-64.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.9% |
| 7D | -0.8% | +2.7% | -3.5% | -1.8% |
| 30D | -13.2% | +8.8% | -22.0% | -15.9% |
| 3M | -27.6% | -15.3% | -12.3% | -23.4% |
| 6M | -38.7% | +9.4% | -48.1% | -41.4% |
| YTD | -22.7% | +25.9% | -48.5% | -30.8% |
| 1Y | -17.6% | +51.0% | -68.6% | -32.7% |
| All | -17.6% | +47.3% | -64.9% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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