+790.0%
NOW vs CCJ
+1,070.5%
-280.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.2% |
| 7D | -6.1% | +5.9% | -12.0% | -7.0% |
| 30D | +7.5% | +4.7% | +2.8% | +6.4% |
| 3M | +17.5% | -3.3% | +20.8% | +17.6% |
| 6M | +7.9% | -7.0% | +15.0% | +7.9% |
| YTD | -12.4% | +11.5% | -23.8% | -16.4% |
| 1Y | -28.6% | +32.3% | -60.8% | -35.0% |
| 3Y | +11.8% | +176.8% | -165.0% | -15.3% |
| 5Y | +2.6% | +351.8% | -349.2% | -30.9% |
| 10Y | +790.0% | +1,080.5% | -290.5% | +465.4% |
| All | +790.0% | +1,070.5% | -280.5% | +465.4% |
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