+1,099.7%
CCJ vs URA
+369.2%
+730.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -0.1% |
| 7D | +4.2% | +5.7% | -1.5% | -1.8% |
| 30D | +3.2% | +5.6% | -2.4% | -2.7% |
| 3M | -1.8% | +6.2% | -8.0% | -8.4% |
| 6M | -13.5% | -8.2% | -5.3% | -6.4% |
| YTD | +9.7% | +9.7% | +0.1% | -2.7% |
| 1Y | +30.0% | +17.0% | +13.0% | +6.7% |
| 3Y | +172.6% | +118.5% | +54.1% | +16.1% |
| 5Y | +342.9% | +134.3% | +208.6% | +73.4% |
| 10Y | +1,099.7% | +377.5% | +722.3% | +125.7% |
| All | +1,099.7% | +369.2% | +730.5% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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