+7.7%
V vs CCJ
+29.0%
-21.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.4% |
| 7D | -2.9% | +4.2% | -7.1% | -2.9% |
| 30D | +1.9% | +3.2% | -1.3% | +1.9% |
| 3M | +13.2% | -1.8% | +15.1% | +13.4% |
| 6M | +16.7% | -13.5% | +30.3% | +16.9% |
| YTD | +5.4% | +9.7% | -4.4% | +5.5% |
| 1Y | +7.7% | +30.0% | -22.3% | +8.4% |
| All | +7.7% | +29.0% | -21.4% | +8.4% |
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