+1,080.5%
CCJ vs URI
+1,157.2%
-76.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | +5.9% | +2.5% | +3.4% | +5.1% |
| 30D | +4.7% | -12.5% | +17.3% | +9.4% |
| 3M | -3.3% | -6.2% | +2.9% | -1.6% |
| 6M | -7.0% | +25.9% | -32.9% | -15.5% |
| YTD | +11.5% | +26.2% | -14.7% | +0.3% |
| 1Y | +32.3% | +5.5% | +26.8% | +26.1% |
| 3Y | +176.8% | +125.0% | +51.9% | +97.3% |
| 5Y | +351.8% | +210.4% | +141.4% | +180.3% |
| 10Y | +1,080.5% | +1,157.2% | -76.7% | +407.1% |
| All | +1,080.5% | +1,157.2% | -76.7% | +407.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling