+1,677.1%
PLTR vs CCJ
+628.4%
+1,048.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +1.1% |
| 7D | -3.8% | +0.4% | -4.2% | -3.8% |
| 30D | -19.2% | -17.2% | -2.0% | -13.0% |
| 3M | -3.7% | -25.1% | +21.5% | +7.2% |
| 6M | +22.5% | -37.6% | +60.1% | +45.3% |
| YTD | -5.0% | -20.4% | +15.3% | +0.4% |
| 1Y | -12.8% | -22.5% | +9.7% | -7.0% |
| 3Y | +758.3% | +72.5% | +685.8% | +515.7% |
| 5Y | +649.6% | +179.9% | +469.8% | +319.6% |
| All | +1,677.1% | +628.4% | +1,048.7% | +580.7% |
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 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