+114.8%
CCJ vs VIK
+225.3%
-110.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.1% |
| 7D | +4.2% | -0.8% | +5.0% | +4.5% |
| 30D | +3.2% | -18.0% | +21.2% | +11.4% |
| 3M | -1.8% | -5.8% | +4.0% | +0.1% |
| 6M | -13.5% | +17.2% | -30.7% | -20.1% |
| YTD | +9.7% | +19.1% | -9.4% | 0.0% |
| 1Y | +30.0% | +33.6% | -3.6% | +12.2% |
| All | +114.8% | +225.3% | -110.5% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling