+641.7%
AMZN vs CCJ
+765.4%
-123.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | +2.8% | -0.8% | +3.6% | +2.9% |
| 30D | +5.0% | -13.2% | +18.1% | +7.5% |
| 3M | +0.6% | -27.6% | +28.2% | +6.3% |
| 6M | -1.3% | -38.7% | +37.4% | +7.1% |
| YTD | +15.5% | -22.7% | +38.2% | +18.7% |
| 1Y | +12.2% | -17.6% | +29.8% | +13.7% |
| 3Y | +87.0% | +62.7% | +24.3% | +59.7% |
| 5Y | +51.3% | +159.7% | -108.4% | +14.8% |
| All | +641.7% | +765.4% | -123.7% | +343.5% |
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 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