+32.3%
CCJ vs SMTC
+154.8%
-122.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -2.7% |
| 7D | +0.7% | +12.7% | -12.0% | -3.1% |
| 30D | +6.9% | +22.0% | -15.1% | -1.1% |
| 3M | -11.6% | -12.7% | +1.0% | -10.1% |
| 6M | -16.2% | +64.8% | -81.0% | -34.0% |
| YTD | +10.1% | +100.7% | -90.6% | -19.0% |
| 1Y | +32.3% | +146.9% | -114.6% | -7.1% |
| All | +32.3% | +154.8% | -122.5% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling