+148.2%
OKLO vs CCJ
+166.4%
-18.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.0% | -3.1% |
| 7D | +27.3% | +5.0% | +22.3% | +24.2% |
| 30D | -23.1% | -16.7% | -6.4% | -11.4% |
| 3M | -45.8% | -27.5% | -18.3% | -31.1% |
| 6M | -66.8% | -38.6% | -28.2% | -52.1% |
| YTD | -65.9% | -21.5% | -44.4% | -56.0% |
| 1Y | -78.0% | -22.3% | -55.7% | -71.1% |
| 3Y | +137.4% | +69.9% | +67.5% | +139.8% |
| 5Y | +148.2% | +163.6% | -15.4% | +153.6% |
| All | +148.2% | +166.4% | -18.2% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling