+249.2%
ASX vs CCJ
+33.1%
+216.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.9% | +5.7% |
| 7D | +6.3% | +5.9% | +0.4% | +4.2% |
| 30D | +6.4% | +4.7% | +1.7% | +4.6% |
| 3M | +13.1% | -3.3% | +16.4% | +13.1% |
| 6M | +90.3% | -7.0% | +97.3% | +91.6% |
| YTD | +149.6% | +11.5% | +138.2% | +146.0% |
| 1Y | +249.2% | +32.3% | +216.9% | +233.9% |
| All | +249.2% | +33.1% | +216.1% | +233.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling