-2.5%
TEAM vs CCJ
+29.0%
-31.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +0.6% |
| 7D | -4.7% | +4.2% | -8.8% | -4.4% |
| 30D | +17.0% | +3.2% | +13.8% | +17.2% |
| 3M | +85.9% | -1.8% | +87.7% | +86.2% |
| 6M | +116.7% | -13.5% | +130.2% | +115.2% |
| YTD | +9.6% | +9.7% | -0.1% | +8.8% |
| 1Y | -2.5% | +30.0% | -32.5% | -3.8% |
| All | -2.5% | +29.0% | -31.6% | -3.8% |
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