+299.6%
OKLO vs CCJ
+441.6%
-142.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.0% | -3.3% | -4.5% |
| 7D | +0.1% | -3.2% | +3.3% | +2.2% |
| 30D | -15.2% | -1.3% | -13.8% | -14.3% |
| 3M | -26.2% | +2.5% | -28.7% | -26.4% |
| 6M | -35.0% | -18.9% | -16.2% | -23.9% |
| YTD | -44.4% | +6.5% | -50.9% | -42.7% |
| 1Y | -45.9% | +22.8% | -68.8% | -47.7% |
| 3Y | +284.9% | +164.5% | +120.5% | +219.7% |
| 5Y | +305.3% | +303.7% | +1.6% | +235.3% |
| All | +299.6% | +441.6% | -142.0% | +227.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling