-55.4%
APP vs CCJ
-26.2%
-29.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.2% | +11.9% | +11.2% |
| 7D | +4.5% | -14.5% | +19.0% | +11.6% |
| 30D | -3.6% | -18.1% | +14.4% | +4.4% |
| 3M | -35.3% | -23.0% | -12.3% | -28.7% |
| 6M | -42.8% | -39.4% | -3.4% | -31.3% |
| YTD | -59.7% | -21.7% | -38.0% | -55.3% |
| 1Y | -55.4% | -25.9% | -29.4% | -49.0% |
| All | -55.4% | -26.2% | -29.2% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling