+6,539.2%
CCJ vs BRKR
+172.5%
+6,366.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -4.0% | -8.7% | +4.6% | -2.8% |
| 30D | -2.4% | -9.9% | +7.5% | -1.0% |
| 3M | -2.3% | -3.1% | +0.8% | -2.7% |
| 6M | -16.2% | +45.5% | -61.7% | -21.5% |
| YTD | +5.7% | +13.7% | -8.0% | +2.2% |
| 1Y | +21.3% | +67.4% | -46.2% | +10.6% |
| 3Y | +159.4% | -13.2% | +172.6% | +153.6% |
| 5Y | +300.7% | -39.5% | +340.1% | +308.4% |
| 10Y | +1,055.2% | +153.5% | +901.7% | +861.2% |
| All | +6,539.2% | +172.5% | +6,366.7% | +4,252.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling