+331.1%
AMD vs CCJ
+175.9%
+155.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.6% | +0.7% | +1.8% | +2.2% |
| 30D | -0.9% | +6.9% | -7.8% | -4.3% |
| 3M | -8.7% | -11.6% | +2.9% | -3.6% |
| 6M | +136.3% | -16.2% | +152.6% | +153.6% |
| YTD | +123.0% | +10.1% | +112.9% | +116.5% |
| 1Y | +195.2% | +32.3% | +162.9% | +160.9% |
| All | +331.1% | +175.9% | +155.2% | +184.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling