+49.0%
ADI vs CCJ
+31.2%
+17.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | -3.8% | +6.9% | -10.7% | -5.2% |
| 3M | -15.3% | -11.6% | -3.6% | -13.9% |
| 6M | +6.7% | -16.2% | +22.9% | +8.3% |
| YTD | +34.8% | +10.1% | +24.7% | +34.6% |
| 1Y | +49.0% | +32.3% | +16.8% | +48.2% |
| All | +49.0% | +31.2% | +17.8% | +48.2% |
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