+892.4%
APP vs CCJ
+69.7%
+822.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.3% | +5.5% | +8.1% |
| 7D | +71.2% | -7.3% | +78.5% | +75.8% |
| 30D | +39.1% | -20.0% | +59.0% | +52.3% |
| 3M | +16.5% | -23.8% | +40.4% | +29.1% |
| 6M | -16.6% | -42.4% | +25.8% | +3.5% |
| YTD | -41.9% | -22.1% | -19.9% | -37.5% |
| 1Y | -37.0% | -20.8% | -16.2% | -32.7% |
| 3Y | +892.4% | +75.7% | +816.7% | +610.3% |
| All | +892.4% | +69.7% | +822.7% | +610.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling