+78.7%
AAPL vs CCJ
+176.9%
-98.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -2.7% | +5.9% | -8.7% | -3.2% |
| 30D | +1.0% | +4.7% | -3.7% | +0.5% |
| 3M | +5.0% | -3.3% | +8.2% | +5.1% |
| 6M | +23.0% | -7.0% | +30.1% | +23.3% |
| YTD | +16.6% | +11.5% | +5.2% | +14.5% |
| 1Y | +33.4% | +32.3% | +1.1% | +27.7% |
| All | +78.7% | +176.9% | -98.2% | +55.0% |
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