+29.3%
V vs CCJ
-26.2%
+55.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.1% | +3.8% |
| 7D | +9.0% | -14.5% | +23.5% | +8.7% |
| 30D | +18.1% | -18.1% | +36.1% | +17.8% |
| 3M | +18.3% | -23.0% | +41.3% | +18.0% |
| 6M | +34.1% | -39.4% | +73.5% | +34.2% |
| YTD | +25.2% | -21.7% | +46.9% | +23.2% |
| 1Y | +29.3% | -25.9% | +55.2% | +27.8% |
| All | +29.3% | -26.2% | +55.5% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling