-86.8%
OPEN vs CCJ
-22.7%
-64.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.4% | -6.1% | -7.9% |
| 7D | -31.0% | +5.0% | -36.1% | -32.9% |
| 30D | -41.5% | -16.7% | -24.8% | -36.0% |
| 3M | -64.6% | -27.5% | -37.1% | -58.5% |
| 6M | -73.8% | -38.6% | -35.2% | -66.8% |
| YTD | -78.8% | -21.5% | -57.3% | -80.0% |
| 1Y | -86.8% | -22.3% | -64.5% | -87.4% |
| All | -86.8% | -22.7% | -64.1% | -87.4% |
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