-12.2%
DASH vs CCJ
-22.7%
+10.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.7% |
| 7D | -4.1% | +5.0% | -9.1% | -4.7% |
| 30D | -10.6% | -16.7% | +6.1% | -8.5% |
| 3M | -18.8% | -27.5% | +8.7% | -15.6% |
| 6M | +11.2% | -38.6% | +49.8% | +17.7% |
| YTD | -23.8% | -21.5% | -2.3% | -20.7% |
| 1Y | -12.2% | -22.3% | +10.1% | -9.1% |
| All | -12.2% | -22.7% | +10.5% | -9.1% |
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