+753.7%
CCJ vs SPXU
-99.5%
+853.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.0% |
| 7D | -0.8% | -7.6% | +6.8% | -3.3% |
| 30D | -13.2% | +5.3% | -18.5% | -10.6% |
| 3M | -27.6% | +9.6% | -37.3% | -23.9% |
| 6M | -38.7% | -4.5% | -34.2% | -37.6% |
| YTD | -22.7% | -25.9% | +3.2% | -26.4% |
| 1Y | -17.6% | -28.9% | +11.3% | -22.2% |
| 3Y | +62.7% | -80.5% | +143.2% | +13.3% |
| 5Y | +159.7% | -83.4% | +243.1% | +100.1% |
| All | +753.7% | -99.5% | +853.2% | +206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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