+229.5%
CCJ vs UUUU
-91.9%
+321.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.0% |
| 7D | +5.9% | +2.8% | +3.1% | +5.3% |
| 30D | +4.7% | +3.4% | +1.3% | +3.9% |
| 3M | -3.3% | -3.9% | +0.6% | -2.7% |
| 6M | -7.0% | -23.2% | +16.1% | -1.8% |
| YTD | +11.5% | +0.6% | +10.9% | +10.0% |
| 1Y | +32.3% | +22.9% | +9.4% | +23.0% |
| 3Y | +176.8% | +98.6% | +78.2% | +126.9% |
| 5Y | +351.8% | +130.2% | +221.6% | +261.7% |
| 10Y | +1,080.5% | +519.5% | +561.0% | +638.5% |
| All | +229.5% | -91.9% | +321.4% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling