+75.7%
CCJ vs ACWI
+70.3%
+5.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.4% |
| 7D | -7.3% | -2.4% | -4.9% | -3.6% |
| 30D | -20.0% | -5.2% | -14.8% | -12.0% |
| 3M | -23.8% | -4.8% | -19.0% | -16.5% |
| 6M | -42.4% | -1.3% | -41.1% | -40.0% |
| YTD | -22.1% | +8.4% | -30.5% | -29.2% |
| 1Y | -20.8% | +11.0% | -31.9% | -30.4% |
| 3Y | +75.7% | +70.6% | +5.2% | +5.4% |
| All | +75.7% | +70.3% | +5.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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