+185,977.4%
AAPL vs CCJ
+1,082.1%
+184,895.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.7% |
| 7D | +4.1% | -0.8% | +4.9% | +4.3% |
| 30D | +4.0% | -13.2% | +17.1% | +6.5% |
| 3M | +16.8% | -27.6% | +44.4% | +23.3% |
| 6M | +19.4% | -38.7% | +58.1% | +29.5% |
| YTD | +31.5% | -22.7% | +54.2% | +34.7% |
| 1Y | +31.0% | -17.6% | +48.6% | +32.2% |
| 3Y | +95.3% | +62.7% | +32.6% | +64.2% |
| 5Y | +143.4% | +159.7% | -16.4% | +79.2% |
| 10Y | +1,330.5% | +769.3% | +561.2% | +647.6% |
| All | +185,977.4% | +1,082.1% | +184,895.3% | +93,945.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling