+844.8%
CCJ vs AMC
-98.6%
+943.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.3% | -2.6% | +5.5% |
| 7D | +2.7% | +6.6% | -3.9% | +2.5% |
| 30D | -14.4% | +14.1% | -28.5% | -14.8% |
| 3M | -22.6% | +31.3% | -53.9% | -23.3% |
| 6M | -35.4% | +126.7% | -162.1% | -37.4% |
| YTD | -17.6% | +117.9% | -135.6% | -20.2% |
| 1Y | -18.1% | +41.1% | -59.2% | -19.7% |
| 3Y | +79.6% | -61.0% | +140.5% | +79.6% |
| 5Y | +175.3% | -99.1% | +274.4% | +194.3% |
| 10Y | +844.8% | -98.7% | +943.5% | +971.3% |
| All | +844.8% | -98.6% | +943.4% | +971.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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