+1,099.7%
CCJ vs ARWR
+978.7%
+121.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.2% |
| 7D | +4.2% | -3.2% | +7.4% | +4.6% |
| 30D | +3.2% | -6.5% | +9.6% | +4.0% |
| 3M | -1.8% | +12.7% | -14.5% | -3.3% |
| 6M | -13.5% | +36.2% | -49.7% | -16.7% |
| YTD | +9.7% | +24.5% | -14.7% | +6.5% |
| 1Y | +30.0% | +198.0% | -168.0% | +14.2% |
| 3Y | +172.6% | +176.4% | -3.8% | +129.5% |
| 5Y | +342.9% | +26.6% | +316.4% | +291.6% |
| 10Y | +1,099.7% | +1,054.1% | +45.7% | +879.7% |
| All | +1,099.7% | +978.7% | +121.0% | +879.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling