+17.9%
ONDS vs CCJ
+872.7%
-854.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.4% | +0.9% |
| 7D | -5.0% | -3.2% | -1.8% | -3.5% |
| 30D | -25.6% | -1.3% | -24.2% | -25.0% |
| 3M | -22.1% | +2.5% | -24.6% | -22.4% |
| 6M | -27.6% | -18.9% | -8.7% | -19.5% |
| YTD | -25.7% | +6.5% | -32.2% | -25.4% |
| 1Y | +30.4% | +22.8% | +7.6% | +21.8% |
| 3Y | +695.0% | +164.5% | +530.5% | +410.0% |
| 5Y | -2.2% | +303.7% | -305.9% | -50.1% |
| All | +17.9% | +872.7% | -854.8% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling