+157.0%
CCJ vs ACWI
+54.8%
+102.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.4% |
| 7D | -7.3% | -2.4% | -4.9% | -3.9% |
| 30D | -20.0% | -5.2% | -14.8% | -12.8% |
| 3M | -23.8% | -4.8% | -19.0% | -17.2% |
| 6M | -42.4% | -1.3% | -41.1% | -40.2% |
| YTD | -22.1% | +8.4% | -30.5% | -28.7% |
| 1Y | -20.8% | +11.0% | -31.9% | -29.8% |
| 3Y | +75.7% | +70.6% | +5.2% | -12.2% |
| All | +157.0% | +54.8% | +102.2% | +63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling