+166,891.2%
AAPL vs CCJ
+1,583.6%
+165,307.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +3.0% | +6.9% | -3.9% | +1.5% |
| 3M | +2.9% | -11.6% | +14.5% | +4.7% |
| 6M | +22.1% | -16.2% | +38.3% | +24.7% |
| YTD | +18.0% | +10.1% | +7.9% | +13.6% |
| 1Y | +33.9% | +32.3% | +1.7% | +22.7% |
| 3Y | +71.2% | +171.3% | -100.1% | +30.5% |
| 5Y | +112.6% | +372.4% | -259.8% | +38.9% |
| 10Y | +1,198.8% | +1,070.0% | +128.7% | +543.2% |
| All | +166,891.2% | +1,583.6% | +165,307.5% | +79,210.1% |
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