+431.5%
LIN vs CCJ
+765.4%
-333.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +0.9% |
| 7D | +2.1% | -0.8% | +2.9% | +2.2% |
| 30D | +6.8% | -13.2% | +20.0% | +8.5% |
| 3M | +10.4% | -27.6% | +38.0% | +14.5% |
| 6M | +3.2% | -38.7% | +41.9% | +8.9% |
| YTD | +24.6% | -22.7% | +47.3% | +26.2% |
| 1Y | +24.4% | -17.6% | +42.0% | +24.6% |
| 3Y | +36.7% | +62.7% | -25.9% | +18.5% |
| 5Y | +67.0% | +159.7% | -92.7% | +29.3% |
| All | +431.5% | +765.4% | -333.9% | +220.6% |
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 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