+535.9%
RKLB vs CCJ
+893.2%
-357.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -0.3% |
| 7D | -2.9% | -3.2% | +0.3% | -1.4% |
| 30D | -22.6% | -1.3% | -21.2% | -22.3% |
| 3M | -41.0% | +2.5% | -43.5% | -41.5% |
| 6M | -10.1% | -18.9% | +8.8% | -0.5% |
| YTD | -11.2% | +6.5% | -17.7% | -12.3% |
| 1Y | +34.2% | +22.8% | +11.4% | +24.1% |
| 3Y | +899.4% | +164.5% | +734.9% | +561.7% |
| 5Y | +231.5% | +303.7% | -72.2% | +82.5% |
| All | +535.9% | +893.2% | -357.4% | +230.9% |
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