-13.1%
CRCL vs CCJ
+31.2%
-44.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.2% |
| 7D | +17.1% | +0.7% | +16.4% | +16.9% |
| 30D | +61.3% | +6.9% | +54.4% | +56.9% |
| 3M | +12.7% | -11.6% | +24.4% | +19.0% |
| 6M | -3.1% | -16.2% | +13.2% | +3.9% |
| YTD | +28.7% | +10.1% | +18.6% | +28.8% |
| 1Y | -13.1% | +32.3% | -45.4% | -15.1% |
| All | -13.1% | +31.2% | -44.3% | -15.1% |
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