+301.8%
AMD vs CCJ
+69.7%
+232.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.3% | +6.7% | +8.8% |
| 7D | -11.0% | -7.3% | -3.8% | -7.0% |
| 30D | -30.5% | -20.0% | -10.5% | -21.5% |
| 3M | -8.2% | -23.8% | +15.6% | +5.5% |
| 6M | +6.6% | -42.4% | +49.0% | +39.3% |
| YTD | +109.7% | -22.1% | +131.7% | +142.8% |
| 1Y | +88.9% | -20.8% | +109.7% | +117.0% |
| 3Y | +301.8% | +75.7% | +226.1% | +214.6% |
| All | +301.8% | +69.7% | +232.1% | +214.6% |
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