+1,099.7%
CCJ vs RBA
+189.2%
+910.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.3% |
| 7D | +4.2% | -1.9% | +6.1% | +4.8% |
| 30D | +3.2% | -13.0% | +16.2% | +7.7% |
| 3M | -1.8% | -23.1% | +21.3% | +5.8% |
| 6M | -13.5% | -22.6% | +9.0% | -7.2% |
| YTD | +9.7% | -20.4% | +30.1% | +16.1% |
| 1Y | +30.0% | -29.6% | +59.6% | +43.3% |
| 3Y | +172.6% | +26.6% | +146.0% | +144.1% |
| 5Y | +342.9% | +38.2% | +304.8% | +274.4% |
| 10Y | +1,099.7% | +194.7% | +905.0% | +621.5% |
| All | +1,099.7% | +189.2% | +910.6% | +621.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RBA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling