-12.8%
PLTR vs CCJ
-24.1%
+11.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +1.1% |
| 7D | -3.8% | +0.4% | -4.2% | -3.8% |
| 30D | -19.2% | -17.2% | -2.0% | -13.6% |
| 3M | -3.7% | -25.1% | +21.5% | +6.0% |
| 6M | +22.5% | -37.6% | +60.1% | +42.3% |
| YTD | -5.0% | -20.4% | +15.3% | -0.9% |
| 1Y | -12.8% | -22.5% | +9.7% | -8.4% |
| All | -12.8% | -24.1% | +11.3% | -8.4% |
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