+1,102.7%
CCJ vs KEEL
+294.5%
+808.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.8% | -4.5% | -1.1% |
| 7D | -4.0% | +2.9% | -6.9% | -4.3% |
| 30D | -2.4% | +0.8% | -3.2% | -2.6% |
| 3M | -2.3% | -35.3% | +33.0% | +0.3% |
| 6M | -16.2% | +59.4% | -75.6% | -20.1% |
| YTD | +5.7% | +51.9% | -46.2% | +0.8% |
| 1Y | +21.3% | +75.0% | -53.7% | +13.1% |
| 3Y | +159.4% | +224.5% | -65.2% | +123.0% |
| 5Y | +300.7% | -35.9% | +336.6% | +252.1% |
| All | +1,102.7% | +294.5% | +808.3% | +1,004.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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