+357.7%
IGV vs CCJ
+1,065.5%
-707.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | -2.9% | -4.0% | +1.1% | -2.2% |
| 30D | -1.5% | -2.4% | +0.9% | -1.2% |
| 3M | +11.7% | -2.3% | +14.0% | +11.8% |
| 6M | +18.4% | -16.2% | +34.6% | +21.2% |
| YTD | -3.9% | +5.7% | -9.6% | -6.8% |
| 1Y | -9.7% | +21.3% | -30.9% | -15.8% |
| 3Y | +38.4% | +159.4% | -121.0% | +7.0% |
| 5Y | +21.6% | +300.7% | -279.1% | -16.2% |
| All | +357.7% | +1,065.5% | -707.7% | +167.5% |
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