+99.1%
V vs CCJ
+163.1%
-64.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.4% |
| 7D | +2.2% | -7.3% | +9.5% | +2.9% |
| 30D | +13.6% | -20.0% | +33.5% | +15.9% |
| 3M | +14.3% | -23.8% | +38.1% | +17.0% |
| 6M | +33.1% | -42.4% | +75.5% | +40.0% |
| YTD | +21.2% | -22.1% | +43.3% | +21.9% |
| 1Y | +26.4% | -20.8% | +47.3% | +26.7% |
| 3Y | +77.6% | +75.7% | +1.8% | +51.1% |
| All | +99.1% | +163.1% | -64.0% | +49.6% |
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