+3,306.4%
V vs CCJ
+152.8%
+3,153.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -1.2% |
| 7D | -0.8% | +2.7% | -3.5% | -1.3% |
| 30D | +9.5% | -14.4% | +23.9% | +12.4% |
| 3M | +16.7% | -22.6% | +39.3% | +21.6% |
| 6M | +32.9% | -35.4% | +68.4% | +42.3% |
| YTD | +21.1% | -17.6% | +38.7% | +21.9% |
| 1Y | +26.6% | -18.1% | +44.8% | +27.3% |
| 3Y | +78.4% | +79.6% | -1.2% | +44.3% |
| 5Y | +105.5% | +175.3% | -69.8% | +44.5% |
| 10Y | +444.2% | +844.8% | -400.6% | +148.4% |
| All | +3,306.4% | +152.8% | +3,153.6% | +1,494.8% |
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