+1,056.5%
CCJ vs XHB
+215.4%
+841.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.5% |
| 7D | -4.0% | -4.6% | +0.6% | -1.8% |
| 30D | -2.4% | -9.1% | +6.8% | +2.3% |
| 3M | -2.3% | -8.6% | +6.2% | +1.8% |
| 6M | -16.2% | -4.0% | -12.2% | -14.6% |
| YTD | +5.7% | -3.9% | +9.6% | +7.3% |
| 1Y | +21.3% | -16.5% | +37.7% | +31.0% |
| 3Y | +159.4% | +22.6% | +136.8% | +124.8% |
| 5Y | +300.7% | +33.9% | +266.7% | +225.0% |
| All | +1,056.5% | +215.4% | +841.1% | +511.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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