+612.4%
VIAV vs CCJ
+1,604.2%
-991.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.2% | +9.9% | +10.8% |
| 7D | +11.3% | +5.9% | +5.4% | +9.3% |
| 30D | -1.0% | +4.7% | -5.7% | -2.5% |
| 3M | -20.5% | -3.3% | -17.2% | -19.6% |
| 6M | +39.0% | -7.0% | +46.0% | +42.4% |
| YTD | +117.5% | +11.5% | +106.0% | +110.5% |
| 1Y | +233.8% | +32.3% | +201.5% | +200.9% |
| 3Y | +295.4% | +176.8% | +118.6% | +166.6% |
| 5Y | +134.3% | +351.8% | -217.5% | +24.3% |
| 10Y | +398.7% | +1,080.5% | -681.8% | +60.8% |
| All | +612.4% | +1,604.2% | -991.8% | +137.9% |
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 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