+990.2%
IBKR vs CCJ
+1,065.5%
-75.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.4% |
| 7D | -1.3% | -4.0% | +2.7% | -0.4% |
| 30D | -0.2% | -2.4% | +2.1% | +0.3% |
| 3M | +3.0% | -2.3% | +5.3% | +3.3% |
| 6M | +33.9% | -16.2% | +50.1% | +38.4% |
| YTD | +42.5% | +5.7% | +36.8% | +39.6% |
| 1Y | +44.9% | +21.3% | +23.6% | +36.3% |
| 3Y | +293.0% | +159.4% | +133.6% | +204.6% |
| 5Y | +497.7% | +300.7% | +197.0% | +304.1% |
| All | +990.2% | +1,065.5% | -75.3% | +449.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling