+105.4%
AMT vs CCJ
+1,078.9%
-973.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | -0.1% |
| 7D | +1.5% | +4.2% | -2.7% | +1.2% |
| 30D | +3.7% | +3.2% | +0.6% | +3.5% |
| 3M | -7.2% | -1.8% | -5.4% | -7.2% |
| 6M | -4.2% | -13.5% | +9.4% | -3.7% |
| YTD | +1.9% | +9.7% | -7.9% | +0.7% |
| 1Y | -6.4% | +30.0% | -36.4% | -8.9% |
| 3Y | +7.7% | +172.6% | -164.9% | -3.1% |
| 5Y | -30.9% | +342.9% | -373.8% | -41.7% |
| 10Y | +105.4% | +1,099.7% | -994.4% | +70.1% |
| All | +105.4% | +1,078.9% | -973.5% | +70.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling