+908.2%
APO vs CCJ
+1,074.4%
-166.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.6% | -1.7% |
| 7D | -4.9% | -3.2% | -1.7% | -4.2% |
| 30D | -8.4% | -1.3% | -7.1% | -8.3% |
| 3M | -2.1% | +2.5% | -4.6% | -3.0% |
| 6M | +19.2% | -18.9% | +38.1% | +23.3% |
| YTD | -10.5% | +6.5% | -17.0% | -14.1% |
| 1Y | -2.7% | +22.8% | -25.5% | -11.2% |
| 3Y | +52.5% | +164.5% | -112.0% | +11.2% |
| 5Y | +132.1% | +303.7% | -171.6% | +48.2% |
| All | +908.2% | +1,074.4% | -166.2% | +384.0% |
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