+940.2%
NOK vs CCJ
+1,604.2%
-664.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.8% |
| 7D | +7.3% | +5.9% | +1.3% | +5.5% |
| 30D | +13.8% | +4.7% | +9.1% | +12.2% |
| 3M | -27.0% | -3.3% | -23.7% | -26.3% |
| 6M | +37.6% | -7.0% | +44.6% | +39.5% |
| YTD | +64.6% | +11.5% | +53.2% | +57.5% |
| 1Y | +132.0% | +32.3% | +99.8% | +110.9% |
| 3Y | +183.7% | +176.8% | +6.8% | +97.2% |
| 5Y | +101.3% | +351.8% | -250.5% | +14.1% |
| 10Y | +122.4% | +1,080.5% | -958.1% | -17.2% |
| All | +940.2% | +1,604.2% | -664.0% | +207.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling