+176.8%
CCJ vs APA
+9.3%
+167.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.1% |
| 7D | +5.9% | -1.7% | +7.6% | +6.0% |
| 30D | +4.7% | +15.7% | -11.0% | +3.5% |
| 3M | -3.3% | +16.5% | -19.7% | -4.5% |
| 6M | -7.0% | +35.1% | -42.1% | -11.0% |
| YTD | +11.5% | +82.2% | -70.8% | +1.7% |
| 1Y | +32.3% | +102.5% | -70.2% | +17.7% |
| 3Y | +176.8% | +10.3% | +166.5% | +169.9% |
| All | +176.8% | +9.3% | +167.5% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling