+300.2%
CCJ vs SPXS
-86.0%
+386.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -1.9% |
| 7D | -4.0% | +2.5% | -6.5% | -2.9% |
| 30D | -2.4% | +4.2% | -6.6% | -0.2% |
| 3M | -2.3% | -9.3% | +7.0% | -5.3% |
| 6M | -16.2% | -30.7% | +14.5% | -25.9% |
| YTD | +5.7% | -28.1% | +33.7% | -4.1% |
| 1Y | +21.3% | -35.1% | +56.3% | +7.0% |
| 3Y | +159.4% | -79.6% | +239.0% | +63.8% |
| All | +300.2% | -86.0% | +386.1% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling