+1,408.5%
LITE vs CCJ
+85.2%
+1,323.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.7% | +5.0% | +7.0% |
| 7D | -12.9% | +2.7% | -15.6% | -13.7% |
| 30D | -46.0% | -14.4% | -31.6% | -39.4% |
| 3M | -33.0% | -22.6% | -10.4% | -20.5% |
| 6M | -34.0% | -35.4% | +1.4% | -12.7% |
| YTD | +61.7% | -17.6% | +79.4% | +85.4% |
| 1Y | +148.3% | -18.1% | +166.4% | +188.0% |
| 3Y | +1,408.5% | +79.6% | +1,328.9% | +1,053.6% |
| All | +1,408.5% | +85.2% | +1,323.3% | +1,053.6% |
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 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