+4,002.2%
CCJ vs WCC
+1,713.7%
+2,288.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.7% | -1.0% |
| 7D | +0.7% | +4.5% | -3.7% | -0.5% |
| 30D | +6.9% | -5.8% | +12.7% | +8.6% |
| 3M | -11.6% | -3.7% | -8.0% | -10.8% |
| 6M | -16.2% | +23.1% | -39.3% | -21.0% |
| YTD | +10.1% | +44.2% | -34.0% | -0.6% |
| 1Y | +32.3% | +62.1% | -29.8% | +15.0% |
| 3Y | +171.3% | +121.1% | +50.2% | +109.9% |
| 5Y | +372.4% | +214.0% | +158.4% | +224.0% |
| 10Y | +1,070.0% | +472.8% | +597.2% | +534.3% |
| All | +4,002.2% | +1,713.7% | +2,288.4% | +1,626.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling