+20.2%
VZ vs CCJ
+163.1%
-142.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.3% | -1.0% |
| 7D | +2.1% | -7.3% | +9.4% | +2.2% |
| 30D | +1.4% | -20.0% | +21.3% | +1.5% |
| 3M | -1.3% | -23.8% | +22.6% | -1.1% |
| 6M | -0.5% | -42.4% | +41.9% | +0.1% |
| YTD | +19.6% | -22.1% | +41.7% | +19.1% |
| 1Y | +22.4% | -20.8% | +43.2% | +21.7% |
| 3Y | +55.9% | +75.7% | -19.9% | +45.8% |
| All | +20.2% | +163.1% | -142.9% | +7.3% |
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 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