+49,099.6%
APH vs CCJ
+1,583.6%
+47,515.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +5.0% | +0.7% | +4.2% | +4.7% |
| 30D | -3.9% | +6.9% | -10.7% | -5.5% |
| 3M | +13.0% | -11.6% | +24.6% | +16.1% |
| 6M | +25.2% | -16.2% | +41.4% | +29.5% |
| YTD | +22.9% | +10.1% | +12.8% | +18.4% |
| 1Y | +47.8% | +32.3% | +15.6% | +34.6% |
| 3Y | +283.0% | +171.3% | +111.7% | +184.6% |
| 5Y | +349.7% | +372.4% | -22.7% | +176.6% |
| 10Y | +1,061.2% | +1,070.0% | -8.8% | +407.3% |
| All | +49,099.6% | +1,583.6% | +47,515.9% | +18,875.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling