+326.6%
OKLO vs CCJ
+458.2%
-131.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.8% |
| 7D | +7.7% | +4.2% | +3.5% | +5.0% |
| 30D | -4.3% | +3.2% | -7.5% | -6.0% |
| 3M | -24.6% | -1.8% | -22.8% | -23.1% |
| 6M | -31.1% | -13.5% | -17.6% | -22.3% |
| YTD | -40.7% | +9.7% | -50.4% | -40.0% |
| 1Y | -42.4% | +30.0% | -72.4% | -46.1% |
| 3Y | +310.9% | +172.6% | +138.3% | +234.7% |
| 5Y | +332.6% | +342.9% | -10.3% | +250.1% |
| All | +326.6% | +458.2% | -131.7% | +242.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling