+486.8%
ASX vs CCJ
+159.0%
+327.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.5% |
| 7D | +12.4% | -0.8% | +13.2% | +12.8% |
| 30D | -19.8% | -13.2% | -6.6% | -15.1% |
| 3M | -10.3% | -27.6% | +17.3% | +0.5% |
| 6M | +1.2% | -38.7% | +39.9% | +19.6% |
| YTD | +123.0% | -22.7% | +145.7% | +143.2% |
| 1Y | +145.4% | -17.6% | +163.0% | +162.1% |
| 3Y | +368.6% | +62.7% | +305.9% | +282.6% |
| All | +486.8% | +159.0% | +327.8% | +290.5% |
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