+376.8%
V vs CCJ
+1,070.5%
-693.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.9% |
| 7D | -1.1% | +5.9% | -7.0% | -1.8% |
| 30D | +1.9% | +4.7% | -2.8% | +1.2% |
| 3M | +15.5% | -3.3% | +18.8% | +15.6% |
| 6M | +16.6% | -7.0% | +23.6% | +16.5% |
| YTD | +5.7% | +11.5% | -5.7% | +2.7% |
| 1Y | +8.6% | +32.3% | -23.7% | +2.2% |
| 3Y | +52.5% | +176.8% | -124.3% | +25.0% |
| 5Y | +67.1% | +351.8% | -284.7% | +23.3% |
| 10Y | +376.8% | +1,080.5% | -703.7% | +202.3% |
| All | +376.8% | +1,070.5% | -693.7% | +202.3% |
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