+425.6%
PWR vs CCJ
+182.9%
+242.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.0% | +2.3% | +3.5% |
| 7D | +4.7% | +3.7% | +1.1% | +3.7% |
| 30D | -12.5% | -13.7% | +1.2% | -7.5% |
| 3M | -9.3% | -24.7% | +15.4% | +0.1% |
| 6M | -22.2% | -38.1% | +16.0% | -8.4% |
| YTD | +44.2% | -18.8% | +62.9% | +53.0% |
| 1Y | +35.5% | -19.5% | +55.0% | +44.2% |
| 3Y | +250.4% | +75.9% | +174.5% | +168.3% |
| 5Y | +425.6% | +173.1% | +252.5% | +235.6% |
| All | +425.6% | +182.9% | +242.8% | +235.6% |
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