-41.3%
CORZ vs CCJ
-26.2%
-15.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -1.2% | -9.2% | -9.4% |
| 7D | -14.9% | -14.5% | -0.4% | -3.7% |
| 30D | -23.1% | -18.1% | -5.1% | -9.7% |
| 3M | -44.1% | -23.0% | -21.1% | -31.3% |
| 6M | -39.5% | -39.4% | -0.1% | -13.1% |
| YTD | -12.4% | -21.7% | +9.3% | -5.4% |
| 1Y | -41.3% | -25.9% | -15.4% | -34.7% |
| All | -41.3% | -26.2% | -15.1% | -34.7% |
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