+193.0%
HOOD vs CCJ
+346.5%
-153.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.1% | -4.5% |
| 7D | +13.4% | +5.9% | +7.4% | +10.6% |
| 30D | +25.8% | +4.7% | +21.1% | +23.8% |
| 3M | +38.0% | -3.3% | +41.3% | +40.1% |
| 6M | +52.2% | -7.0% | +59.2% | +56.6% |
| YTD | +3.7% | +11.5% | -7.7% | -1.8% |
| 1Y | +0.1% | +32.3% | -32.2% | -13.9% |
| 3Y | +992.6% | +176.8% | +815.7% | +554.7% |
| 5Y | +193.0% | +351.8% | -158.8% | +35.9% |
| All | +193.0% | +346.5% | -153.5% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling