+179.9%
INTC vs CCJ
+172.7%
+7.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | +18.0% | +4.2% | +13.8% | +16.3% |
| 30D | +8.9% | +3.2% | +5.8% | +7.5% |
| 3M | -1.6% | -1.8% | +0.3% | -1.2% |
| 6M | +133.1% | -13.5% | +146.6% | +140.7% |
| YTD | +187.9% | +9.7% | +178.2% | +177.1% |
| 1Y | +334.7% | +30.0% | +304.7% | +293.1% |
| All | +179.9% | +172.7% | +7.2% | +95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling