+204.4%
RKLB vs CCJ
+347.8%
-143.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -3.4% |
| 7D | 0.0% | +4.2% | -4.2% | -2.3% |
| 30D | -21.2% | +3.2% | -24.4% | -22.8% |
| 3M | -41.7% | -1.8% | -39.9% | -41.1% |
| 6M | -11.8% | -13.5% | +1.8% | -4.6% |
| YTD | -9.6% | +9.7% | -19.3% | -12.7% |
| 1Y | +34.1% | +30.0% | +4.1% | +18.3% |
| 3Y | +917.3% | +172.6% | +744.7% | +506.7% |
| 5Y | +204.4% | +342.9% | -138.5% | +38.6% |
| All | +204.4% | +347.8% | -143.4% | +38.6% |
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