+1,018.8%
CCJ vs DBX
+20.9%
+998.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.3% |
| 7D | -3.2% | -1.8% | -1.4% | -2.8% |
| 30D | -1.3% | +2.8% | -4.2% | -2.2% |
| 3M | +2.5% | +26.8% | -24.2% | -4.3% |
| 6M | -18.9% | +32.8% | -51.6% | -26.2% |
| YTD | +6.5% | +26.1% | -19.6% | -1.9% |
| 1Y | +22.8% | +14.1% | +8.7% | +16.0% |
| 3Y | +164.5% | +25.7% | +138.8% | +136.9% |
| 5Y | +303.7% | +11.2% | +292.6% | +262.9% |
| All | +1,018.8% | +20.9% | +998.0% | +797.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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