+74.5%
UBER vs CCJ
+852.9%
-778.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +3.0% |
| 7D | -4.5% | -3.2% | -1.3% | -3.6% |
| 30D | -7.6% | -1.3% | -6.3% | -7.6% |
| 3M | +5.8% | +2.5% | +3.2% | +4.1% |
| 6M | +0.3% | -18.9% | +19.1% | +5.0% |
| YTD | -11.2% | +6.5% | -17.7% | -16.1% |
| 1Y | -23.0% | +22.8% | -45.8% | -32.2% |
| 3Y | +53.6% | +164.5% | -110.9% | -5.4% |
| 5Y | +81.9% | +303.7% | -221.8% | -11.9% |
| All | +74.5% | +852.9% | -778.3% | -63.1% |
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