+2,948.3%
CAH vs CCJ
+1,604.2%
+1,344.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -2.9% |
| 7D | +0.5% | +5.9% | -5.5% | -0.4% |
| 30D | +1.7% | +4.7% | -3.0% | +1.0% |
| 3M | +17.9% | -3.3% | +21.2% | +18.0% |
| 6M | +10.9% | -7.0% | +18.0% | +10.8% |
| YTD | +17.9% | +11.5% | +6.4% | +14.0% |
| 1Y | +61.7% | +32.3% | +29.4% | +50.7% |
| 3Y | +183.7% | +176.8% | +6.9% | +128.2% |
| 5Y | +401.3% | +351.8% | +49.5% | +259.6% |
| 10Y | +293.7% | +1,080.5% | -786.9% | +125.6% |
| All | +2,948.3% | +1,604.2% | +1,344.1% | +1,325.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling