+1,022.8%
NBIS vs CCJ
+65.9%
+956.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.9% |
| 7D | -0.8% | -4.0% | +3.2% | +2.9% |
| 30D | -13.4% | -2.4% | -11.0% | -12.0% |
| 3M | +1.0% | -2.3% | +3.4% | +4.7% |
| 6M | +100.5% | -16.2% | +116.7% | +128.5% |
| YTD | +168.3% | +5.7% | +162.6% | +147.1% |
| 1Y | +151.8% | +21.3% | +130.5% | +88.7% |
| All | +1,022.8% | +65.9% | +956.8% | +487.6% |
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