+766.3%
CCJ vs BB
+24.8%
+741.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.0% | -0.4% | -2.9% |
| 7D | +5.0% | +9.0% | -3.9% | +3.5% |
| 30D | -16.7% | +7.7% | -24.4% | -17.8% |
| 3M | -27.5% | +4.0% | -31.5% | -28.3% |
| 6M | -38.6% | +46.6% | -85.2% | -43.4% |
| YTD | -21.5% | +140.6% | -162.2% | -34.0% |
| 1Y | -22.3% | +103.1% | -125.4% | -32.9% |
| 3Y | +69.9% | +150.5% | -80.7% | +35.7% |
| 5Y | +163.6% | -15.4% | +179.0% | +140.7% |
| All | +766.3% | +24.8% | +741.6% | +597.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling