+54.5%
ADI vs CCJ
+22.0%
+32.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.6% | +5.0% |
| 7D | +4.6% | -4.0% | +8.6% | +5.4% |
| 30D | -1.2% | -2.4% | +1.2% | -0.8% |
| 3M | -7.8% | -2.3% | -5.5% | -7.8% |
| 6M | +19.3% | -16.2% | +35.6% | +21.8% |
| YTD | +40.9% | +5.7% | +35.2% | +41.9% |
| 1Y | +54.5% | +21.3% | +33.2% | +55.2% |
| All | +54.5% | +22.0% | +32.5% | +55.2% |
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