+944.2%
APH vs CCJ
+785.0%
+159.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -1.3% |
| 7D | +0.4% | +3.7% | -3.3% | -0.3% |
| 30D | -8.0% | -13.7% | +5.7% | -4.8% |
| 3M | -5.0% | -24.7% | +19.7% | +1.2% |
| 6M | +29.9% | -38.1% | +68.1% | +43.9% |
| YTD | +18.0% | -18.8% | +36.7% | +22.4% |
| 1Y | +11.3% | -19.5% | +30.8% | +15.7% |
| 3Y | +274.9% | +75.9% | +199.0% | +223.2% |
| 5Y | +300.6% | +173.1% | +127.5% | +208.6% |
| 10Y | +944.2% | +813.5% | +130.7% | +513.1% |
| All | +944.2% | +785.0% | +159.2% | +513.1% |
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 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