+1,431.9%
CIEN vs CCJ
+1,074.4%
+357.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.1% |
| 7D | +5.4% | -3.2% | +8.6% | +6.4% |
| 30D | -13.7% | -1.3% | -12.3% | -13.4% |
| 3M | -23.0% | +2.5% | -25.5% | -23.5% |
| 6M | -0.8% | -18.9% | +18.0% | +5.5% |
| YTD | +43.1% | +6.5% | +36.6% | +41.9% |
| 1Y | +157.6% | +22.8% | +134.8% | +144.3% |
| 3Y | +593.8% | +164.5% | +429.3% | +437.3% |
| 5Y | +520.6% | +303.7% | +216.9% | +317.5% |
| All | +1,431.9% | +1,074.4% | +357.5% | +634.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CCJ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling