+68.8%
CCJ vs PLTU
+129.7%
-60.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | -2.4% |
| 7D | -3.2% | -17.7% | +14.5% | -0.6% |
| 30D | -1.3% | -12.5% | +11.2% | 0.0% |
| 3M | +2.5% | +39.5% | -37.0% | -5.6% |
| 6M | -18.9% | -7.0% | -11.9% | -22.0% |
| YTD | +6.5% | -38.1% | +44.5% | +6.9% |
| 1Y | +22.8% | -36.0% | +58.8% | +20.8% |
| All | +68.8% | +129.7% | -60.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PLTU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling