+3,549.1%
CCJ vs BB
+258.8%
+3,290.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.7% | -5.6% | +6.4% | +1.5% |
| 30D | +6.9% | -11.8% | +18.7% | +8.5% |
| 3M | -11.6% | -25.5% | +13.9% | -8.9% |
| 6M | -16.2% | +121.3% | -137.5% | -25.4% |
| YTD | +10.1% | +103.2% | -93.1% | -0.9% |
| 1Y | +32.3% | +102.6% | -70.4% | +18.6% |
| 3Y | +171.3% | +37.5% | +133.8% | +146.3% |
| 5Y | +372.4% | -30.4% | +402.8% | +357.9% |
| 10Y | +1,070.0% | 0.0% | +1,070.0% | +880.2% |
| All | +3,549.1% | +258.8% | +3,290.2% | +2,767.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling