+565.8%
PLTR vs CCJ
+346.5%
+219.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.8% |
| 7D | -5.3% | +5.9% | -11.3% | -7.6% |
| 30D | -1.0% | +4.7% | -5.7% | -3.2% |
| 3M | +24.8% | -3.3% | +28.1% | +25.6% |
| 6M | +8.4% | -7.0% | +15.4% | +9.1% |
| YTD | -4.2% | +11.5% | -15.6% | -11.9% |
| 1Y | +9.1% | +32.3% | -23.2% | -9.5% |
| 3Y | +1,025.6% | +176.8% | +848.7% | +510.2% |
| 5Y | +565.8% | +351.8% | +214.0% | +169.0% |
| All | +565.8% | +346.5% | +219.2% | +169.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling