+125.6%
DAL vs CCJ
+802.9%
-677.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.8% | +1.2% |
| 7D | +10.7% | +0.4% | +10.3% | +10.6% |
| 30D | +12.5% | -17.2% | +29.8% | +17.2% |
| 3M | +3.6% | -25.1% | +28.8% | +10.1% |
| 6M | +26.7% | -37.6% | +64.3% | +39.3% |
| YTD | +34.3% | -20.4% | +54.6% | +38.1% |
| 1Y | +59.1% | -22.5% | +81.7% | +64.3% |
| 3Y | +179.9% | +72.5% | +107.4% | +127.5% |
| 5Y | +119.1% | +179.9% | -60.7% | +51.9% |
| 10Y | +125.6% | +772.6% | -647.0% | +11.8% |
| All | +125.6% | +802.9% | -677.3% | +11.8% |
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