+1,916.5%
MRVL vs CCJ
+1,110.5%
+806.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +4.8% |
| 7D | +13.8% | +4.2% | +9.6% | +12.1% |
| 30D | +12.7% | +3.2% | +9.5% | +11.3% |
| 3M | -11.9% | -1.8% | -10.1% | -10.8% |
| 6M | +153.8% | -13.5% | +167.4% | +170.0% |
| YTD | +177.0% | +9.7% | +167.2% | +169.2% |
| 1Y | +252.3% | +30.0% | +222.4% | +216.1% |
| 3Y | +325.5% | +172.6% | +152.9% | +194.8% |
| 5Y | +290.9% | +342.9% | -52.1% | +128.2% |
| All | +1,916.5% | +1,110.5% | +806.0% | +793.7% |
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