+25.2%
VZ vs CCJ
-26.2%
+51.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +1.9% |
| 7D | +6.9% | -14.5% | +21.4% | +5.4% |
| 30D | +2.3% | -18.1% | +20.3% | +0.5% |
| 3M | 0.0% | -23.0% | +23.0% | -2.1% |
| 6M | +0.2% | -39.4% | +39.6% | -3.3% |
| YTD | +20.9% | -21.7% | +42.6% | +18.5% |
| 1Y | +25.2% | -25.9% | +51.2% | +22.3% |
| All | +25.2% | -26.2% | +51.4% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling