+33.9%
DAL vs CCJ
+31.2%
+2.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | -13.9% | +6.9% | -20.8% | -14.6% |
| 3M | +1.1% | -11.6% | +12.7% | +1.7% |
| 6M | +26.2% | -16.2% | +42.5% | +26.5% |
| YTD | +16.4% | +10.1% | +6.3% | +16.3% |
| 1Y | +33.9% | +32.3% | +1.6% | +35.1% |
| All | +33.9% | +31.2% | +2.6% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling