+128.1%
DAL vs CCJ
+859.4%
-731.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.7% | -0.4% | +4.0% |
| 7D | +10.0% | +2.7% | +7.3% | +9.4% |
| 30D | +12.0% | -14.4% | +26.4% | +15.8% |
| 3M | +0.8% | -22.6% | +23.4% | +6.3% |
| 6M | +26.2% | -35.4% | +61.6% | +37.7% |
| YTD | +33.7% | -17.6% | +51.3% | +36.5% |
| 1Y | +57.6% | -18.1% | +75.7% | +60.7% |
| 3Y | +183.5% | +79.6% | +103.9% | +128.4% |
| 5Y | +114.2% | +175.3% | -61.1% | +49.0% |
| 10Y | +128.1% | +844.8% | -716.7% | +10.9% |
| All | +128.1% | +859.4% | -731.3% | +10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling