+6,540.0%
UNH vs CCJ
+1,583.6%
+4,956.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +1.1% | +0.7% | +0.3% | +0.9% |
| 30D | -3.8% | +6.9% | -10.6% | -4.8% |
| 3M | +0.7% | -11.6% | +12.4% | +2.1% |
| 6M | +37.9% | -16.2% | +54.1% | +39.8% |
| YTD | +21.9% | +10.1% | +11.8% | +18.2% |
| 1Y | +31.4% | +32.3% | -0.9% | +22.9% |
| 3Y | -11.4% | +171.3% | -182.7% | -28.5% |
| 5Y | +2.5% | +372.4% | -369.9% | -27.4% |
| 10Y | +242.9% | +1,070.0% | -827.2% | +90.5% |
| All | +6,540.0% | +1,583.6% | +4,956.4% | +3,361.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling