+825.2%
CCJ vs LSCC
+1,244.7%
-419.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.1% | -2.8% | +2.3% |
| 7D | -7.3% | +13.0% | -20.3% | -10.8% |
| 30D | -20.0% | -19.8% | -0.1% | -15.2% |
| 3M | -23.8% | -18.4% | -5.4% | -20.0% |
| 6M | -42.4% | -16.1% | -26.3% | -40.6% |
| YTD | -22.1% | +42.7% | -64.8% | -31.1% |
| 1Y | -20.8% | +68.0% | -88.8% | -33.1% |
| 3Y | +75.7% | +85.8% | -10.1% | +35.6% |
| 5Y | +167.4% | +28.0% | +139.4% | +112.2% |
| All | +825.2% | +1,244.7% | -419.5% | +352.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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