+176.8%
CCJ vs DAR
+14.9%
+162.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.7% | +0.9% |
| 7D | +5.9% | -0.9% | +6.8% | +6.0% |
| 30D | +4.7% | +13.0% | -8.3% | +2.8% |
| 3M | -3.3% | +15.0% | -18.3% | -5.5% |
| 6M | -7.0% | +26.8% | -33.9% | -10.7% |
| YTD | +11.5% | +86.4% | -75.0% | +1.1% |
| 1Y | +32.3% | +115.1% | -82.8% | +17.2% |
| 3Y | +176.8% | +14.6% | +162.2% | +156.8% |
| All | +176.8% | +14.9% | +162.0% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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