+1,065.3%
CCJ vs SMTC
+516.8%
+548.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | 0.0% | -2.2% |
| 7D | -3.2% | +17.5% | -20.7% | -7.5% |
| 30D | -1.3% | +21.3% | -22.6% | -7.2% |
| 3M | +2.5% | +3.1% | -0.6% | -1.0% |
| 6M | -18.9% | +81.7% | -100.6% | -33.6% |
| YTD | +6.5% | +115.9% | -109.5% | -16.8% |
| 1Y | +22.8% | +157.8% | -135.0% | -8.9% |
| 3Y | +164.5% | +557.3% | -392.8% | +35.0% |
| 5Y | +303.7% | +114.7% | +189.1% | +179.5% |
| All | +1,065.3% | +516.8% | +548.5% | +500.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling