+45.3%
MPWR vs CCJ
+31.2%
+14.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | +0.7% | -3.3% | -2.9% |
| 30D | -9.0% | +6.9% | -15.9% | -11.4% |
| 3M | -25.8% | -11.6% | -14.2% | -22.9% |
| 6M | +11.8% | -16.2% | +28.0% | +16.7% |
| YTD | +35.5% | +10.1% | +25.4% | +34.6% |
| 1Y | +45.3% | +32.3% | +13.0% | +43.3% |
| All | +45.3% | +31.2% | +14.1% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling