+179.9%
CCJ price history and return analytics
+57.5%
+122.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.6% |
| 7D | +0.4% | -0.1% | +0.6% | +0.6% |
| 30D | -17.2% | -3.1% | -14.2% | -12.8% |
| 3M | -25.1% | -3.5% | -21.6% | -20.3% |
| 6M | -37.6% | +0.5% | -38.0% | -36.9% |
| YTD | -20.4% | +10.8% | -31.1% | -29.5% |
| 1Y | -22.5% | +11.9% | -34.4% | -32.2% |
| 3Y | +72.5% | +73.0% | -0.5% | -16.0% |
| 5Y | +179.9% | +58.6% | +121.3% | +69.0% |
| All | +179.9% | +57.5% | +122.3% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling