+292.6%
APP vs CCJ
+163.1%
+129.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.3% | +5.5% | +7.9% |
| 7D | +71.2% | -7.3% | +78.5% | +76.2% |
| 30D | +39.1% | -20.0% | +59.0% | +53.3% |
| 3M | +16.5% | -23.8% | +40.4% | +30.2% |
| 6M | -16.6% | -42.4% | +25.8% | +5.3% |
| 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% | +550.7% |
| All | +292.6% | +163.1% | +129.6% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling