+22.5%
KORU vs CCJ
-26.2%
+48.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -3.1% |
| 7D | -24.3% | -14.5% | -9.8% | +0.8% |
| 30D | -54.2% | -18.1% | -36.2% | -34.1% |
| 3M | -45.4% | -23.0% | -22.5% | -11.1% |
| 6M | -66.5% | -39.4% | -27.1% | -7.2% |
| YTD | +14.9% | -21.7% | +36.5% | +170.1% |
| 1Y | +22.5% | -25.9% | +48.5% | +198.6% |
| All | +22.5% | -26.2% | +48.7% | +198.6% |
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