+146.5%
ASX vs CCJ
-26.2%
+172.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.3% |
| 7D | -14.6% | -14.5% | -0.1% | -7.2% |
| 30D | -21.1% | -18.1% | -3.0% | -12.5% |
| 3M | -3.1% | -23.0% | +19.9% | +10.4% |
| 6M | +17.4% | -39.4% | +56.8% | +45.7% |
| YTD | +135.3% | -21.7% | +157.0% | +162.3% |
| 1Y | +146.5% | -25.9% | +172.4% | +179.3% |
| All | +146.5% | -26.2% | +172.7% | +179.3% |
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 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