+139.7%
OKLO vs CCJ
+293.2%
-153.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.2% |
| 7D | +1.6% | -0.8% | +2.4% | +2.6% |
| 30D | -17.6% | -13.2% | -4.4% | -8.7% |
| 3M | -48.5% | -27.6% | -20.9% | -35.6% |
| 6M | -65.7% | -38.7% | -27.0% | -51.8% |
| YTD | -66.7% | -22.7% | -44.0% | -57.2% |
| 1Y | -76.5% | -17.6% | -58.9% | -70.4% |
| 3Y | +132.5% | +62.7% | +69.8% | +140.5% |
| 5Y | +142.8% | +159.7% | -16.9% | +150.1% |
| All | +139.7% | +293.2% | -153.6% | +144.5% |
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