+218.9%
SLV vs CCJ
+1,070.5%
-851.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.0% |
| 7D | +2.5% | +5.9% | -3.4% | +1.3% |
| 30D | +3.3% | +4.7% | -1.5% | +2.3% |
| 3M | -3.6% | -3.3% | -0.3% | -3.1% |
| 6M | -21.8% | -7.0% | -14.8% | -20.7% |
| YTD | -7.8% | +11.5% | -19.3% | -8.5% |
| 1Y | +58.3% | +32.3% | +26.0% | +52.0% |
| 3Y | +182.6% | +176.8% | +5.7% | +137.4% |
| 5Y | +167.8% | +351.8% | -184.0% | +104.5% |
| 10Y | +218.9% | +1,080.5% | -861.7% | +121.0% |
| All | +218.9% | +1,070.5% | -851.6% | +121.0% |
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