+1,744.2%
TER vs CCJ
+1,070.5%
+673.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.8% |
| 7D | +11.0% | +5.9% | +5.0% | +8.9% |
| 30D | -1.9% | +4.7% | -6.6% | -3.4% |
| 3M | -0.7% | -3.3% | +2.6% | +0.5% |
| 6M | +36.4% | -7.0% | +43.4% | +40.3% |
| YTD | +92.4% | +11.5% | +81.0% | +89.3% |
| 1Y | +213.5% | +32.3% | +181.3% | +190.6% |
| 3Y | +277.2% | +176.8% | +100.4% | +177.3% |
| 5Y | +219.1% | +351.8% | -132.7% | +100.0% |
| 10Y | +1,744.2% | +1,080.5% | +663.7% | +855.7% |
| All | +1,744.2% | +1,070.5% | +673.8% | +855.7% |
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