-11.1%
DASH vs CCJ
-19.9%
+8.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -10.2% | +3.7% | -13.9% | -10.7% |
| 30D | -8.2% | -13.7% | +5.5% | -6.5% |
| 3M | -15.9% | -24.7% | +8.8% | -13.1% |
| 6M | +13.3% | -38.1% | +51.4% | +19.8% |
| YTD | -21.3% | -18.8% | -2.5% | -18.5% |
| 1Y | -11.1% | -19.5% | +8.4% | -8.6% |
| All | -11.1% | -19.9% | +8.7% | -8.6% |
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