+2,490.2%
NVDL vs CCJ
+326.7%
+2,163.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.4% |
| 7D | -10.3% | -4.0% | -6.3% | -7.5% |
| 30D | -7.1% | -2.4% | -4.7% | -5.8% |
| 3M | +6.6% | -2.3% | +8.9% | +7.9% |
| 6M | +21.1% | -16.2% | +37.3% | +35.3% |
| YTD | +15.2% | +5.7% | +9.5% | +5.4% |
| 1Y | +18.8% | +21.3% | -2.5% | -6.6% |
| 3Y | +649.9% | +159.4% | +490.5% | +253.2% |
| All | +2,490.2% | +326.7% | +2,163.5% | +753.5% |
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