+753.7%
CCJ vs HDB
+63.5%
+690.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -1.9% | -1.6% |
| 7D | -0.8% | +2.7% | -3.5% | -1.6% |
| 30D | -13.2% | +14.1% | -27.3% | -16.8% |
| 3M | -27.6% | +11.8% | -39.5% | -30.3% |
| 6M | -38.7% | +8.2% | -46.9% | -40.6% |
| YTD | -22.7% | -29.3% | +6.6% | -15.0% |
| 1Y | -17.6% | -28.8% | +11.2% | -9.7% |
| 3Y | +62.7% | -7.5% | +70.2% | +61.1% |
| 5Y | +159.7% | -23.1% | +182.8% | +167.5% |
| All | +753.7% | +63.5% | +690.1% | +536.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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