-26.9%
CCL vs CCJ
+29.0%
-56.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.9% |
| 7D | -4.4% | +4.2% | -8.6% | -5.1% |
| 30D | -18.2% | +3.2% | -21.4% | -18.7% |
| 3M | -17.7% | -1.8% | -15.9% | -17.7% |
| 6M | -13.0% | -13.5% | +0.5% | -12.2% |
| YTD | -24.5% | +9.7% | -34.2% | -23.4% |
| 1Y | -26.9% | +30.0% | -56.9% | -24.8% |
| All | -26.9% | +29.0% | -56.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 1y: compounded portfolio wealth divided by compounded CCJ 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…
1y analysis · Full analysis span regression · 6 months rolling