+26.2%
KLAC vs CCJ
-26.2%
+52.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.5% |
| 7D | -5.7% | -14.5% | +8.8% | +2.5% |
| 30D | -27.6% | -18.1% | -9.5% | -19.9% |
| 3M | -23.3% | -23.0% | -0.3% | -12.6% |
| 6M | -12.4% | -39.4% | +27.0% | +11.5% |
| YTD | +23.7% | -21.7% | +45.4% | +37.2% |
| 1Y | +26.2% | -25.9% | +52.1% | +43.6% |
| All | +26.2% | -26.2% | +52.4% | +43.6% |
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