+767.7%
ASX vs CCJ
+807.6%
-39.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.3% | +2.1% | +5.3% |
| 7D | -19.9% | -7.3% | -12.6% | -18.1% |
| 30D | -30.9% | -20.0% | -10.9% | -26.3% |
| 3M | -15.1% | -23.8% | +8.8% | -8.5% |
| 6M | -6.5% | -42.4% | +35.9% | +8.0% |
| YTD | +98.4% | -22.1% | +120.5% | +112.0% |
| 1Y | +107.9% | -20.8% | +128.7% | +120.9% |
| 3Y | +325.3% | +75.7% | +249.5% | +264.4% |
| 5Y | +447.3% | +167.4% | +279.9% | +315.9% |
| All | +767.7% | +807.6% | -39.9% | +411.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling