+6.6%
AEM vs CCJ
-22.9%
+29.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.8% |
| 7D | -6.8% | -0.8% | -6.0% | -6.4% |
| 30D | +0.8% | -13.2% | +14.0% | +9.0% |
| 3M | -0.8% | -27.6% | +26.8% | +18.5% |
| 6M | -8.5% | -38.7% | +30.2% | +18.9% |
| YTD | +5.9% | -22.7% | +28.6% | +26.5% |
| 1Y | +6.6% | -17.6% | +24.2% | +23.1% |
| All | +6.6% | -22.9% | +29.5% | +23.1% |
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