+343.5%
AEM vs CCJ
+172.7%
+170.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.9% |
| 7D | +3.0% | +4.2% | -1.2% | +1.7% |
| 30D | +12.5% | +3.2% | +9.3% | +11.4% |
| 3M | +26.9% | -1.8% | +28.8% | +27.5% |
| 6M | -9.4% | -13.5% | +4.1% | -5.7% |
| YTD | +20.3% | +9.7% | +10.5% | +18.7% |
| 1Y | +33.8% | +30.0% | +3.8% | +26.2% |
| All | +343.5% | +172.7% | +170.9% | +242.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling