+67.1%
PWR vs CCJ
+22.0%
+45.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.4% |
| 7D | +4.2% | -4.0% | +8.2% | +5.6% |
| 30D | -4.0% | -2.4% | -1.7% | -3.6% |
| 3M | -4.8% | -2.3% | -2.5% | -4.8% |
| 6M | +14.6% | -16.2% | +30.9% | +19.1% |
| YTD | +54.2% | +5.7% | +48.6% | +53.3% |
| 1Y | +67.1% | +21.3% | +45.9% | +65.8% |
| All | +67.1% | +22.0% | +45.1% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling