+1,065.3%
CCJ vs XME
+426.6%
+638.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.7% | +0.7% | -0.3% |
| 7D | -3.2% | -3.0% | -0.1% | -1.0% |
| 30D | -1.3% | -2.6% | +1.3% | +0.6% |
| 3M | +2.5% | +2.2% | +0.4% | +0.8% |
| 6M | -18.9% | +0.7% | -19.6% | -18.5% |
| YTD | +6.5% | +10.9% | -4.4% | +0.6% |
| 1Y | +22.8% | +35.7% | -12.9% | +1.0% |
| 3Y | +164.5% | +127.1% | +37.4% | +53.0% |
| 5Y | +303.7% | +168.5% | +135.2% | +111.7% |
| All | +1,065.3% | +426.6% | +638.7% | +340.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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