+1,080.5%
CCJ vs P
+712.4%
+368.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | +5.9% | +7.8% | -1.9% | +3.8% |
| 30D | +4.7% | +12.3% | -7.6% | +0.8% |
| 3M | -3.3% | +37.1% | -40.4% | -12.2% |
| 6M | -7.0% | +66.1% | -73.1% | -20.8% |
| YTD | +11.5% | +50.9% | -39.5% | -3.2% |
| 1Y | +32.3% | +27.2% | +5.1% | +18.0% |
| 3Y | +176.8% | +158.7% | +18.2% | +94.8% |
| 5Y | +351.8% | +291.1% | +60.7% | +181.6% |
| 10Y | +1,080.5% | +715.0% | +365.5% | +523.3% |
| All | +1,080.5% | +712.4% | +368.1% | +523.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded P 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling