+1,101.1%
CCJ price history and return analytics
+229.7%
+871.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | +4.2% | -0.1% | +4.3% | +4.4% |
| 30D | +3.2% | -0.7% | +3.9% | +4.2% |
| 3M | -1.8% | +4.0% | -5.8% | -5.8% |
| 6M | -13.5% | +12.3% | -25.8% | -23.5% |
| YTD | +9.7% | +14.0% | -4.3% | -4.0% |
| 1Y | +30.0% | +20.3% | +9.7% | +7.4% |
| 3Y | +172.6% | +75.4% | +97.2% | +51.4% |
| 5Y | +342.9% | +66.0% | +277.0% | +165.2% |
| All | +1,101.1% | +229.7% | +871.4% | +281.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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