+1,065.3%
CCJ vs SPXU
-99.5%
+1,164.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -2.3% |
| 7D | -3.2% | +6.4% | -9.5% | -1.0% |
| 30D | -1.3% | +5.9% | -7.3% | +1.0% |
| 3M | +2.5% | -11.7% | +14.2% | -0.7% |
| 6M | -18.9% | -28.7% | +9.8% | -25.5% |
| YTD | +6.5% | -26.4% | +32.8% | -0.3% |
| 1Y | +22.8% | -35.2% | +58.1% | +11.5% |
| 3Y | +164.5% | -79.8% | +244.3% | +84.4% |
| 5Y | +303.7% | -86.1% | +389.8% | +193.6% |
| All | +1,065.3% | -99.5% | +1,164.8% | +338.6% |
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