+55.1%
PPL vs CCJ
+1,044.2%
-989.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.7% | +0.7% | +1.9% | +2.6% |
| 30D | +0.5% | +6.9% | -6.4% | 0.0% |
| 3M | +0.7% | -11.6% | +12.3% | +1.3% |
| 6M | -7.6% | -16.2% | +8.6% | -7.0% |
| YTD | +1.8% | +10.1% | -8.3% | +0.3% |
| 1Y | -0.8% | +32.3% | -33.0% | -4.0% |
| 3Y | +56.9% | +171.3% | -114.4% | +40.0% |
| 5Y | +39.5% | +372.4% | -332.9% | +16.0% |
| All | +55.1% | +1,044.2% | -989.1% | +21.3% |
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