+1,040.6%
NBIS vs CCJ
+67.2%
+973.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.0% | -2.1% | -2.5% |
| 7D | +8.3% | -3.2% | +11.5% | +11.5% |
| 30D | +18.1% | -1.3% | +19.4% | +18.9% |
| 3M | +7.8% | +2.5% | +5.2% | +7.4% |
| 6M | +136.6% | -18.9% | +155.4% | +175.5% |
| YTD | +172.5% | +6.5% | +166.0% | +149.3% |
| 1Y | +144.3% | +22.8% | +121.4% | +80.7% |
| All | +1,040.6% | +67.2% | +973.4% | +493.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling