+7.4%
HAL vs CCJ
+1,078.9%
-1,071.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.4% |
| 7D | -1.3% | +4.2% | -5.5% | -2.7% |
| 30D | +10.9% | +3.2% | +7.7% | +9.2% |
| 3M | -5.8% | -1.8% | -4.0% | -6.6% |
| 6M | +8.1% | -13.5% | +21.7% | +10.1% |
| YTD | +33.2% | +9.7% | +23.5% | +23.4% |
| 1Y | +74.2% | +30.0% | +44.2% | +47.3% |
| 3Y | -3.7% | +172.6% | -176.3% | -44.2% |
| 5Y | +111.9% | +342.9% | -231.1% | -7.3% |
| 10Y | +7.4% | +1,099.7% | -1,092.4% | -69.3% |
| All | +7.4% | +1,078.9% | -1,071.5% | -69.3% |
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