+72.2%
BKR vs CCJ
+164.6%
-92.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.0% | -3.7% | -6.2% |
| 7D | -6.7% | -3.2% | -3.5% | -6.1% |
| 30D | -8.3% | -1.3% | -7.0% | -8.3% |
| 3M | -5.4% | +2.5% | -7.9% | -6.1% |
| 6M | +0.8% | -18.9% | +19.7% | +3.4% |
| YTD | +31.8% | +6.5% | +25.4% | +28.8% |
| 1Y | +28.6% | +22.8% | +5.8% | +21.4% |
| All | +72.2% | +164.6% | -92.3% | +36.0% |
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