+1,148.9%
IJR vs COO
+1,564.7%
-415.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | +0.1% |
| 7D | +0.9% | -2.3% | +3.2% | +1.7% |
| 30D | -3.1% | -8.8% | +5.7% | -0.3% |
| 3M | +4.4% | +1.3% | +3.1% | +3.6% |
| 6M | +16.1% | -11.6% | +27.7% | +20.1% |
| YTD | +20.6% | -17.4% | +38.0% | +27.5% |
| 1Y | +22.9% | -1.6% | +24.5% | +22.3% |
| 3Y | +55.2% | -22.6% | +77.9% | +63.6% |
| 5Y | +41.1% | -40.3% | +81.4% | +59.8% |
| 10Y | +167.0% | +45.2% | +121.8% | +126.9% |
| All | +1,148.9% | +1,564.7% | -415.8% | +417.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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