-31.6%
HUT vs CCJ
+157.5%
-189.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +4.3% | +10.2% | +11.2% |
| 7D | -11.4% | -7.3% | -4.1% | -5.3% |
| 30D | -41.0% | -20.0% | -21.1% | -28.6% |
| 3M | -41.9% | -23.8% | -18.1% | -27.3% |
| 6M | -51.7% | -42.4% | -9.3% | -24.6% |
| YTD | +14.6% | -22.1% | +36.7% | +48.8% |
| 1Y | +21.4% | -20.8% | +42.2% | +57.9% |
| 3Y | +359.8% | +75.7% | +284.1% | +198.2% |
| All | -31.6% | +157.5% | -189.1% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling