+1,119.4%
NBIS vs CCJ
+75.0%
+1,044.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.2% | +6.5% | +6.7% |
| 7D | +22.2% | +5.9% | +16.3% | +16.4% |
| 30D | +29.7% | +4.7% | +25.0% | +24.2% |
| 3M | +11.9% | -3.3% | +15.2% | +16.1% |
| 6M | +173.0% | -7.0% | +180.0% | +182.3% |
| YTD | +191.4% | +11.5% | +179.9% | +156.2% |
| 1Y | +280.7% | +32.3% | +248.4% | +161.3% |
| All | +1,119.4% | +75.0% | +1,044.4% | +509.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling