+1,831.6%
PWR vs CCJ
+765.4%
+1,066.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +11.3% | -0.8% | +12.1% | +11.7% |
| 30D | -8.9% | -13.2% | +4.3% | -4.7% |
| 3M | -10.5% | -27.6% | +17.1% | -1.5% |
| 6M | -22.2% | -38.7% | +16.5% | -10.3% |
| YTD | +42.7% | -22.7% | +65.4% | +52.8% |
| 1Y | +41.1% | -17.6% | +58.7% | +48.2% |
| 3Y | +242.7% | +62.7% | +180.1% | +185.0% |
| 5Y | +418.5% | +159.7% | +258.8% | +265.5% |
| All | +1,831.6% | +765.4% | +1,066.2% | +812.0% |
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 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