+9.7%
BKR vs CCJ
-26.2%
+35.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -5.3% |
| 7D | -8.8% | -14.5% | +5.7% | -6.3% |
| 30D | -13.1% | -18.1% | +5.0% | -10.1% |
| 3M | -18.9% | -23.0% | +4.1% | -15.4% |
| 6M | -27.2% | -39.4% | +12.2% | -21.1% |
| YTD | +10.7% | -21.7% | +32.3% | +13.5% |
| 1Y | +9.7% | -25.9% | +35.6% | +13.0% |
| All | +9.7% | -26.2% | +35.9% | +13.0% |
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 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