+1,065.3%
CCJ vs PAAS
+232.4%
+832.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.3% | +1.3% | -1.7% |
| 7D | -3.2% | -3.7% | +0.5% | -2.1% |
| 30D | -1.3% | -1.9% | +0.5% | -1.1% |
| 3M | +2.5% | +15.1% | -12.6% | -2.1% |
| 6M | -18.9% | -17.1% | -1.8% | -14.8% |
| YTD | +6.5% | -1.3% | +7.8% | +5.9% |
| 1Y | +22.8% | +41.1% | -18.3% | +10.1% |
| 3Y | +164.5% | +244.2% | -79.7% | +81.9% |
| 5Y | +303.7% | +120.8% | +182.9% | +202.4% |
| All | +1,065.3% | +232.4% | +832.9% | +744.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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