-9.7%
HAL vs CCJ
+85.2%
-94.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.7% | -5.6% | -0.5% |
| 7D | -7.9% | +2.7% | -10.6% | -8.2% |
| 30D | -2.1% | -14.4% | +12.4% | -0.6% |
| 3M | +0.4% | -22.6% | +23.0% | +2.8% |
| 6M | -19.2% | -35.4% | +16.2% | -15.7% |
| YTD | +14.4% | -17.6% | +32.0% | +14.4% |
| 1Y | +18.0% | -18.1% | +36.1% | +17.9% |
| 3Y | -9.7% | +79.6% | -89.3% | -26.9% |
| All | -9.7% | +85.2% | -94.9% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling