+75.7%
CCJ vs PAAS
+182.2%
-106.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.9% | +3.7% |
| 7D | -7.3% | +8.4% | -15.7% | -10.6% |
| 30D | -20.0% | -7.2% | -12.8% | -17.6% |
| 3M | -23.8% | -14.0% | -9.8% | -19.5% |
| 6M | -42.4% | -26.8% | -15.6% | -35.3% |
| YTD | -22.1% | -19.8% | -2.3% | -16.3% |
| 1Y | -20.8% | +22.8% | -43.7% | -28.0% |
| 3Y | +75.7% | +183.6% | -107.9% | +16.8% |
| All | +75.7% | +182.2% | -106.4% | +16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling