+443.6%
TEAM vs CCJ
+765.4%
-321.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.3% |
| 30D | -26.7% | -13.2% | -13.5% | -24.9% |
| 3M | -9.6% | -27.6% | +18.0% | -4.7% |
| 6M | +86.0% | -38.7% | +124.7% | +101.5% |
| YTD | -7.5% | -22.7% | +15.2% | -6.7% |
| 1Y | -1.4% | -17.6% | +16.2% | -2.1% |
| 3Y | -14.3% | +62.7% | -77.0% | -30.5% |
| 5Y | -66.3% | +159.7% | -226.0% | -76.0% |
| All | +443.6% | +765.4% | -321.7% | +205.1% |
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