+559.5%
RKLB vs CCJ
+927.1%
-367.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -0.2% | +0.7% | -0.9% | -0.6% |
| 30D | -14.1% | +6.9% | -21.0% | -17.0% |
| 3M | -46.4% | -11.6% | -34.8% | -43.1% |
| 6M | -10.6% | -16.2% | +5.6% | -2.9% |
| YTD | -7.9% | +10.1% | -18.0% | -10.5% |
| 1Y | +49.5% | +32.3% | +17.2% | +33.7% |
| 3Y | +913.6% | +171.3% | +742.3% | +562.2% |
| 5Y | +375.3% | +372.4% | +2.9% | +152.3% |
| All | +559.5% | +927.1% | -367.6% | +237.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling