+18.8%
NVDL vs CCJ
+22.0%
-3.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | -10.3% | -4.0% | -6.3% | -8.1% |
| 30D | -7.1% | -2.4% | -4.7% | -6.0% |
| 3M | +6.6% | -2.3% | +8.9% | +7.7% |
| 6M | +21.1% | -16.2% | +37.3% | +31.5% |
| YTD | +15.2% | +5.7% | +9.5% | +11.1% |
| 1Y | +18.8% | +21.3% | -2.5% | +12.1% |
| All | +18.8% | +22.0% | -3.2% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling