+1,786.5%
MPWR vs CCJ
+859.4%
+927.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.7% | +10.9% | +14.6% |
| 7D | +11.6% | +2.7% | +8.9% | +10.9% |
| 30D | +0.1% | -14.4% | +14.5% | +5.8% |
| 3M | -0.8% | -22.6% | +21.8% | +8.3% |
| 6M | -13.0% | -35.4% | +22.4% | +0.8% |
| YTD | +53.9% | -17.6% | +71.5% | +63.4% |
| 1Y | +45.8% | -18.1% | +64.0% | +54.8% |
| 3Y | +194.3% | +79.6% | +114.7% | +132.2% |
| 5Y | +160.1% | +175.3% | -15.1% | +74.5% |
| 10Y | +1,786.5% | +844.8% | +941.7% | +849.9% |
| All | +1,786.5% | +859.4% | +927.1% | +849.9% |
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