+6,169.9%
MU vs CCJ
+1,078.9%
+5,091.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.2% |
| 7D | +7.5% | +4.2% | +3.3% | +6.0% |
| 30D | +19.4% | +3.2% | +16.2% | +17.8% |
| 3M | +9.8% | -1.8% | +11.7% | +10.6% |
| 6M | +164.1% | -13.5% | +177.7% | +176.2% |
| YTD | +260.3% | +9.7% | +250.6% | +251.9% |
| 1Y | +661.2% | +30.0% | +631.2% | +597.7% |
| 3Y | +1,380.8% | +172.6% | +1,208.2% | +977.1% |
| 5Y | +1,346.4% | +342.9% | +1,003.4% | +789.2% |
| 10Y | +6,169.9% | +1,099.7% | +5,070.2% | +2,836.5% |
| All | +6,169.9% | +1,078.9% | +5,091.0% | +2,836.5% |
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