+348.6%
ZETA vs CCJ
+67.4%
+281.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | +18.1% | -0.8% | +18.9% | +18.3% |
| 30D | +13.6% | -13.2% | +26.8% | +17.9% |
| 3M | +23.7% | -27.6% | +51.4% | +34.2% |
| 6M | +128.5% | -38.7% | +167.2% | +158.1% |
| YTD | +80.1% | -22.7% | +102.8% | +89.1% |
| 1Y | +98.0% | -17.6% | +115.6% | +104.1% |
| 3Y | +348.6% | +62.7% | +285.9% | +249.3% |
| All | +348.6% | +67.4% | +281.2% | +249.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling