+5.1%
DHR vs CCJ
+31.2%
-26.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.9% | +0.7% | -4.6% | -3.9% |
| 30D | +4.0% | +6.9% | -2.9% | +4.2% |
| 3M | +11.5% | -11.6% | +23.1% | +11.6% |
| 6M | +1.9% | -16.2% | +18.1% | +1.6% |
| YTD | -8.9% | +10.1% | -19.0% | -8.0% |
| 1Y | +5.1% | +32.3% | -27.2% | +9.2% |
| All | +5.1% | +31.2% | -26.1% | +9.2% |
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