-10.2%
DOW vs CCJ
+718.6%
-728.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.4% |
| 7D | -2.4% | -3.2% | +0.8% | -1.8% |
| 30D | -4.1% | -1.3% | -2.8% | -4.1% |
| 3M | -12.4% | +2.5% | -14.9% | -13.5% |
| 6M | -10.6% | -18.9% | +8.2% | -8.4% |
| YTD | +31.1% | +6.5% | +24.6% | +25.7% |
| 1Y | +30.5% | +22.8% | +7.7% | +19.2% |
| 3Y | -34.4% | +164.5% | -198.9% | -53.3% |
| 5Y | -35.5% | +303.7% | -339.2% | -61.9% |
| All | -10.2% | +718.6% | -728.8% | -70.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling