+132.6%
VIAV vs CCJ
+326.6%
-194.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.0% | -1.6% | -3.8% |
| 7D | +11.2% | -3.2% | +14.4% | +12.2% |
| 30D | -2.6% | -1.3% | -1.3% | -2.3% |
| 3M | -20.1% | +2.5% | -22.6% | -20.5% |
| 6M | +25.8% | -18.9% | +44.7% | +32.0% |
| YTD | +109.9% | +6.5% | +103.4% | +109.5% |
| 1Y | +214.3% | +22.8% | +191.5% | +202.6% |
| 3Y | +281.6% | +164.5% | +117.2% | +207.9% |
| 5Y | +132.6% | +303.7% | -171.1% | +69.4% |
| All | +132.6% | +326.6% | -194.0% | +69.4% |
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 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