+1,362.4%
MU vs CCJ
+175.9%
+1,186.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.0% |
| 7D | +9.0% | +0.7% | +8.2% | +8.5% |
| 30D | +13.8% | +6.9% | +7.0% | +9.7% |
| 3M | +2.1% | -11.6% | +13.7% | +8.0% |
| 6M | +153.8% | -16.2% | +170.0% | +172.0% |
| YTD | +256.4% | +10.1% | +246.3% | +242.4% |
| 1Y | +719.8% | +32.3% | +687.5% | +611.9% |
| All | +1,362.4% | +175.9% | +1,186.6% | +836.7% |
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