+1,065.3%
CCJ vs WCC
+518.6%
+546.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.3% | -1.8% |
| 7D | -3.2% | +1.7% | -4.8% | -3.8% |
| 30D | -1.3% | -6.1% | +4.7% | +0.9% |
| 3M | +2.5% | +3.1% | -0.6% | +1.1% |
| 6M | -18.9% | +28.2% | -47.1% | -26.0% |
| YTD | +6.5% | +41.1% | -34.6% | -6.1% |
| 1Y | +22.8% | +61.3% | -38.5% | +2.7% |
| 3Y | +164.5% | +123.6% | +40.8% | +88.2% |
| 5Y | +303.7% | +214.8% | +88.9% | +143.2% |
| All | +1,065.3% | +518.6% | +546.8% | +426.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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