+72.6%
HAL vs CCJ
+31.1%
+41.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.7% |
| 7D | +0.5% | +5.9% | -5.5% | +0.4% |
| 30D | +15.9% | +4.7% | +11.2% | +15.8% |
| 3M | -8.7% | -3.3% | -5.4% | -8.4% |
| 6M | +9.0% | -7.0% | +16.1% | +9.3% |
| YTD | +32.0% | +11.5% | +20.6% | +32.6% |
| All | +72.6% | +31.1% | +41.6% | +78.7% |
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