-6.4%
NU vs CCJ
+22.0%
-28.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.5% |
| 7D | -4.9% | -4.0% | -0.8% | -4.0% |
| 30D | +7.8% | -2.4% | +10.2% | +8.4% |
| 3M | +20.9% | -2.3% | +23.2% | +21.1% |
| 6M | +0.9% | -16.2% | +17.1% | +3.3% |
| YTD | -12.7% | +5.7% | -18.3% | -12.6% |
| 1Y | -6.4% | +21.3% | -27.7% | -7.7% |
| All | -6.4% | +22.0% | -28.4% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling