-21.9%
PINS vs CCJ
+558.7%
-580.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.2% | -1.0% |
| 7D | -6.2% | +2.7% | -8.9% | -6.9% |
| 30D | -10.9% | -14.4% | +3.5% | -7.4% |
| 3M | -19.5% | -22.6% | +3.1% | -14.5% |
| 6M | -10.4% | -35.4% | +25.1% | -0.9% |
| YTD | -26.4% | -17.6% | -8.8% | -26.0% |
| 1Y | -29.6% | -18.1% | -11.5% | -29.4% |
| 3Y | -39.0% | +79.6% | -118.6% | -55.9% |
| 5Y | -59.1% | +175.3% | -234.4% | -75.9% |
| All | -21.9% | +558.7% | -580.5% | -77.4% |
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