+2,773.0%
TRV vs CCJ
+1,604.2%
+1,168.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.2% |
| 7D | +0.5% | +5.9% | -5.5% | -0.4% |
| 30D | -4.9% | +4.7% | -9.6% | -5.6% |
| 3M | +23.7% | -3.3% | +27.0% | +23.7% |
| 6M | +20.3% | -7.0% | +27.3% | +20.1% |
| YTD | +27.1% | +11.5% | +15.6% | +22.5% |
| 1Y | +35.3% | +32.3% | +3.1% | +25.5% |
| 3Y | +139.8% | +176.8% | -37.0% | +90.1% |
| 5Y | +153.9% | +351.8% | -197.9% | +76.7% |
| 10Y | +285.9% | +1,080.5% | -794.7% | +107.0% |
| All | +2,773.0% | +1,604.2% | +1,168.8% | +1,147.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling