+1,099.7%
CCJ vs STT
+262.1%
+837.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +4.2% | +1.0% | +3.2% | +3.8% |
| 30D | +3.2% | +2.8% | +0.4% | +2.0% |
| 3M | -1.8% | +18.1% | -19.9% | -8.6% |
| 6M | -13.5% | +59.2% | -72.8% | -29.2% |
| YTD | +9.7% | +51.5% | -41.7% | -8.4% |
| 1Y | +30.0% | +75.7% | -45.7% | +2.1% |
| 3Y | +172.6% | +200.8% | -28.2% | +68.8% |
| 5Y | +342.9% | +155.8% | +187.2% | +184.1% |
| 10Y | +1,099.7% | +266.4% | +833.4% | +534.4% |
| All | +1,099.7% | +262.1% | +837.7% | +534.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling