+813.5%
CCJ vs KGC
+567.0%
+246.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | +3.7% | +0.2% | +3.4% | +3.7% |
| 30D | -13.7% | -8.8% | -4.9% | -11.7% |
| 3M | -24.7% | -21.1% | -3.6% | -20.2% |
| 6M | -38.1% | -32.3% | -5.8% | -32.0% |
| YTD | -18.8% | -23.5% | +4.7% | -13.3% |
| 1Y | -19.5% | -15.0% | -4.5% | -16.1% |
| 3Y | +75.9% | +327.5% | -251.6% | +30.0% |
| 5Y | +173.1% | +244.3% | -71.2% | +102.0% |
| 10Y | +813.5% | +634.8% | +178.7% | +552.3% |
| All | +813.5% | +567.0% | +246.4% | +552.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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