+155.3%
HBAN vs CCJ
+1,065.5%
-910.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +0.9% |
| 7D | -1.0% | -4.0% | +3.0% | -0.3% |
| 30D | -5.6% | -2.4% | -3.2% | -5.4% |
| 3M | -1.1% | -2.3% | +1.2% | -1.2% |
| 6M | +9.9% | -16.2% | +26.1% | +12.3% |
| YTD | -0.9% | +5.7% | -6.6% | -3.6% |
| 1Y | -1.4% | +21.3% | -22.6% | -7.6% |
| 3Y | +78.2% | +159.4% | -81.2% | +38.1% |
| 5Y | +37.0% | +300.7% | -263.6% | -6.9% |
| All | +155.3% | +1,065.5% | -910.2% | +32.0% |
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