+83.3%
QQQ vs CCJ
+67.4%
+16.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.9% |
| 7D | +3.6% | -0.8% | +4.4% | +3.8% |
| 30D | -6.7% | -13.2% | +6.5% | -4.0% |
| 3M | -7.0% | -27.6% | +20.6% | -0.9% |
| 6M | -4.7% | -38.7% | +34.0% | +4.5% |
| YTD | +11.1% | -22.7% | +33.7% | +15.1% |
| 1Y | +12.3% | -17.6% | +29.9% | +14.8% |
| 3Y | +83.3% | +62.7% | +20.6% | +52.3% |
| All | +83.3% | +67.4% | +16.0% | +52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling