+176.8%
CCJ vs BB
+68.2%
+108.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.9% |
| 7D | +5.9% | +0.5% | +5.4% | +5.8% |
| 30D | +4.7% | -12.4% | +17.1% | +6.8% |
| 3M | -3.3% | -15.3% | +12.0% | -1.6% |
| 6M | -7.0% | +128.8% | -135.8% | -19.3% |
| YTD | +11.5% | +107.7% | -96.2% | -1.9% |
| 1Y | +32.3% | +103.9% | -71.6% | +16.2% |
| 3Y | +176.8% | +72.6% | +104.2% | +134.5% |
| All | +176.8% | +68.2% | +108.7% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling