+95.2%
CNC vs CCJ
+1,065.5%
-970.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +1.6% |
| 7D | -0.9% | -4.0% | +3.1% | -0.6% |
| 30D | -1.0% | -2.4% | +1.4% | -0.8% |
| 3M | +4.5% | -2.3% | +6.8% | +4.5% |
| 6M | +85.2% | -16.2% | +101.4% | +86.9% |
| YTD | +61.4% | +5.7% | +55.7% | +58.2% |
| 1Y | +94.9% | +21.3% | +73.6% | +86.8% |
| 3Y | 0.0% | +159.4% | -159.4% | -15.6% |
| 5Y | +11.2% | +300.7% | -289.4% | -14.4% |
| All | +95.2% | +1,065.5% | -970.3% | +20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling