+346.7%
AEM vs CCJ
+1,074.4%
-727.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.2% |
| 7D | -5.0% | -3.2% | -1.9% | -4.4% |
| 30D | +8.5% | -1.3% | +9.8% | +8.8% |
| 3M | +29.3% | +2.5% | +26.8% | +28.7% |
| 6M | -12.9% | -18.9% | +5.9% | -9.0% |
| YTD | +16.8% | +6.5% | +10.3% | +15.8% |
| 1Y | +29.8% | +22.8% | +7.0% | +24.6% |
| 3Y | +336.7% | +164.5% | +172.3% | +254.9% |
| 5Y | +299.9% | +303.7% | -3.8% | +194.8% |
| All | +346.7% | +1,074.4% | -727.7% | +212.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling