+1,099.7%
CCJ vs GEN
+150.6%
+949.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | +4.2% | -2.9% | +7.1% | +4.9% |
| 30D | +3.2% | +2.1% | +1.1% | +2.6% |
| 3M | -1.8% | +19.7% | -21.5% | -6.4% |
| 6M | -13.5% | +33.3% | -46.8% | -20.2% |
| YTD | +9.7% | +11.1% | -1.4% | +5.6% |
| 1Y | +30.0% | +3.0% | +27.0% | +27.4% |
| 3Y | +172.6% | +57.9% | +114.7% | +135.6% |
| 5Y | +342.9% | +20.6% | +322.3% | +302.3% |
| 10Y | +1,099.7% | +153.2% | +946.5% | +781.3% |
| All | +1,099.7% | +150.6% | +949.2% | +781.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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