+4,277.4%
MU vs CCJ
+802.9%
+3,474.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | 0.0% |
| 7D | -15.2% | +0.4% | -15.6% | -15.0% |
| 30D | -29.5% | -17.2% | -12.3% | -24.6% |
| 3M | -15.8% | -25.1% | +9.3% | -7.3% |
| 6M | -2.9% | -37.6% | +34.7% | +14.3% |
| YTD | +154.2% | -20.4% | +174.6% | +177.0% |
| 1Y | +186.6% | -22.5% | +209.1% | +214.7% |
| 3Y | +871.5% | +72.5% | +799.0% | +715.5% |
| 5Y | +911.7% | +179.9% | +731.8% | +617.1% |
| 10Y | +4,277.4% | +772.6% | +3,504.8% | +2,036.2% |
| All | +4,277.4% | +802.9% | +3,474.5% | +2,036.2% |
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