+8,164.6%
AMD vs CCJ
+785.0%
+7,379.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.6% |
| 7D | +13.1% | +3.7% | +9.4% | +12.3% |
| 30D | -7.0% | -13.7% | +6.7% | -1.2% |
| 3M | +16.6% | -24.7% | +41.3% | +29.4% |
| 6M | +20.5% | -38.1% | +58.7% | +43.2% |
| YTD | +158.2% | -18.8% | +176.9% | +182.4% |
| 1Y | +132.8% | -19.5% | +152.3% | +155.0% |
| 3Y | +366.2% | +75.9% | +290.3% | +287.8% |
| 5Y | +278.7% | +173.1% | +105.6% | +167.8% |
| 10Y | +8,164.6% | +813.5% | +7,351.1% | +4,249.1% |
| All | +8,164.6% | +785.0% | +7,379.6% | +4,249.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling