+408.7%
AEM vs CCJ
+765.4%
-356.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -6.8% | -0.8% | -6.0% | -6.6% |
| 30D | +0.8% | -13.2% | +14.0% | +4.1% |
| 3M | -0.8% | -27.6% | +26.8% | +6.6% |
| 6M | -8.5% | -38.7% | +30.2% | +2.0% |
| YTD | +5.9% | -22.7% | +28.6% | +12.9% |
| 1Y | +6.6% | -17.6% | +24.2% | +12.2% |
| 3Y | +302.2% | +62.7% | +239.5% | +262.1% |
| 5Y | +250.8% | +159.7% | +91.1% | +184.2% |
| All | +408.7% | +765.4% | -356.7% | +243.0% |
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