+29.9%
AAPL vs CCJ
-26.2%
+56.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.5% | +5.4% |
| 7D | +1.7% | -14.5% | +16.2% | +2.5% |
| 30D | +5.0% | -18.1% | +23.0% | +6.0% |
| 3M | +13.1% | -23.0% | +36.1% | +14.3% |
| 6M | +26.5% | -39.4% | +65.9% | +29.9% |
| YTD | +28.9% | -21.7% | +50.6% | +30.7% |
| 1Y | +29.9% | -25.9% | +55.8% | +32.2% |
| All | +29.9% | -26.2% | +56.1% | +32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling