+393.0%
EFA vs CCJ
+3,414.2%
-3,021.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.8% |
| 7D | +1.2% | +5.9% | -4.7% | -0.2% |
| 30D | -0.7% | +4.7% | -5.4% | -2.0% |
| 3M | +6.4% | -3.3% | +9.7% | +6.7% |
| 6M | +11.4% | -7.0% | +18.4% | +11.9% |
| YTD | +14.0% | +11.5% | +2.5% | +8.8% |
| 1Y | +20.2% | +32.3% | -12.1% | +8.2% |
| 3Y | +68.2% | +176.8% | -108.6% | +19.4% |
| 5Y | +54.8% | +351.8% | -297.0% | -9.3% |
| 10Y | +142.4% | +1,080.5% | -938.1% | -6.2% |
| All | +393.0% | +3,414.2% | -3,021.2% | +33.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling