+159.4%
CCJ vs BRKR
-11.8%
+171.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -4.0% | -8.7% | +4.6% | -2.6% |
| 30D | -2.4% | -9.9% | +7.5% | -0.8% |
| 3M | -2.3% | -3.1% | +0.8% | -3.0% |
| 6M | -16.2% | +45.5% | -61.7% | -23.0% |
| YTD | +5.7% | +13.7% | -8.0% | +0.3% |
| 1Y | +21.3% | +67.4% | -46.2% | +8.9% |
| 3Y | +159.4% | -13.2% | +172.6% | +151.9% |
| All | +159.4% | -11.8% | +171.2% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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