+753.7%
CCJ vs BEN
+58.7%
+694.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -0.8% | +6.8% | -7.6% | -3.3% |
| 30D | -13.2% | +18.0% | -31.2% | -18.5% |
| 3M | -27.6% | +7.5% | -35.1% | -29.6% |
| 6M | -38.7% | +14.7% | -53.4% | -41.8% |
| YTD | -22.7% | +56.1% | -78.8% | -35.1% |
| 1Y | -17.6% | +69.6% | -87.2% | -32.9% |
| 3Y | +62.7% | +87.7% | -25.0% | +22.7% |
| 5Y | +159.7% | +28.6% | +131.1% | +122.7% |
| All | +753.7% | +58.7% | +694.9% | +577.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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