+74.8%
ENTG vs CCJ
+31.2%
+43.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.1% |
| 7D | +2.8% | +0.7% | +2.1% | +2.5% |
| 30D | -4.7% | +6.9% | -11.5% | -7.5% |
| 3M | -0.7% | -11.6% | +10.9% | +3.4% |
| 6M | +7.7% | -16.2% | +23.9% | +12.9% |
| YTD | +65.1% | +10.1% | +55.0% | +64.7% |
| 1Y | +74.8% | +32.3% | +42.5% | +77.1% |
| All | +74.8% | +31.2% | +43.6% | +77.1% |
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