+76.2%
UBER vs CCJ
+347.8%
-271.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.4% |
| 7D | -7.0% | +4.2% | -11.2% | -8.1% |
| 30D | -8.9% | +3.2% | -12.1% | -9.9% |
| 3M | +1.0% | -1.8% | +2.8% | +0.9% |
| 6M | -3.7% | -13.5% | +9.8% | -1.5% |
| YTD | -13.0% | +9.7% | -22.8% | -17.7% |
| 1Y | -25.5% | +30.0% | -55.5% | -34.3% |
| 3Y | +50.5% | +172.6% | -122.1% | -2.9% |
| 5Y | +76.2% | +342.9% | -266.8% | -10.0% |
| All | +76.2% | +347.8% | -271.7% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling