+813.5%
CCJ vs SUI
+120.9%
+692.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | +3.7% | -2.4% | +6.1% | +4.3% |
| 30D | -13.7% | +3.3% | -17.0% | -14.8% |
| 3M | -24.7% | +0.7% | -25.4% | -25.2% |
| 6M | -38.1% | -4.1% | -34.0% | -38.0% |
| YTD | -18.8% | -1.8% | -17.0% | -19.3% |
| 1Y | -19.5% | -4.1% | -15.5% | -19.5% |
| 3Y | +75.9% | +17.4% | +58.5% | +58.1% |
| 5Y | +173.1% | -27.0% | +200.1% | +191.0% |
| 10Y | +813.5% | +121.2% | +692.3% | +653.0% |
| All | +813.5% | +120.9% | +692.6% | +653.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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