-21.3%
AKAM vs CCJ
+159.0%
-180.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -1.1% |
| 7D | +2.8% | -0.8% | +3.6% | +2.8% |
| 30D | -6.9% | -13.2% | +6.3% | -4.5% |
| 3M | -31.8% | -27.6% | -4.2% | -28.0% |
| 6M | -47.0% | -38.7% | -8.3% | -42.7% |
| YTD | -2.1% | -22.7% | +20.6% | +0.9% |
| 1Y | -3.7% | -17.6% | +13.9% | -1.9% |
| 3Y | -23.0% | +62.7% | -85.7% | -33.2% |
| All | -21.3% | +159.0% | -180.3% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling