+3,999.8%
CCJ vs AU
+783.5%
+3,216.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.4% | +1.5% |
| 7D | +5.9% | -0.3% | +6.2% | +6.0% |
| 30D | +4.7% | +12.8% | -8.1% | +1.5% |
| 3M | -3.3% | +28.5% | -31.7% | -9.3% |
| 6M | -7.0% | +4.8% | -11.9% | -8.6% |
| YTD | +11.5% | +31.0% | -19.5% | +3.4% |
| 1Y | +32.3% | +81.4% | -49.2% | +13.1% |
| 3Y | +176.8% | +618.4% | -441.6% | +64.1% |
| 5Y | +351.8% | +686.3% | -334.5% | +154.6% |
| 10Y | +1,080.5% | +664.5% | +416.0% | +477.1% |
| All | +3,999.8% | +783.5% | +3,216.3% | +1,621.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling