+3.3%
DHR vs CCJ
+22.0%
-18.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -3.6% | -4.0% | +0.4% | -3.7% |
| 30D | -2.7% | -2.4% | -0.4% | -2.8% |
| 3M | +10.9% | -2.3% | +13.2% | +11.2% |
| 6M | +3.0% | -16.2% | +19.3% | +3.0% |
| YTD | -12.2% | +5.7% | -17.9% | -11.5% |
| 1Y | +3.3% | +21.3% | -17.9% | +6.6% |
| All | +3.3% | +22.0% | -18.7% | +6.6% |
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