+146.5%
MPWR vs CCJ
+69.7%
+76.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.3% | +0.9% | +3.3% |
| 7D | -1.7% | -7.3% | +5.5% | +1.6% |
| 30D | -16.5% | -20.0% | +3.4% | -8.0% |
| 3M | -12.3% | -23.8% | +11.6% | -1.5% |
| 6M | -27.7% | -42.4% | +14.7% | -8.9% |
| YTD | +32.0% | -22.1% | +54.1% | +45.2% |
| 1Y | +25.1% | -20.8% | +45.9% | +36.2% |
| 3Y | +146.5% | +75.7% | +70.8% | +77.9% |
| All | +146.5% | +69.7% | +76.8% | +77.9% |
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 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