+342.9%
CCJ vs WCN
+27.0%
+315.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.4% | -1.0% |
| 7D | +4.2% | -1.7% | +5.9% | +5.0% |
| 30D | +3.2% | -3.0% | +6.2% | +4.5% |
| 3M | -1.8% | +2.5% | -4.4% | -3.8% |
| 6M | -13.5% | -5.7% | -7.9% | -12.0% |
| YTD | +9.7% | -7.4% | +17.2% | +12.4% |
| 1Y | +30.0% | -8.6% | +38.6% | +33.7% |
| 3Y | +172.6% | +19.4% | +153.2% | +124.9% |
| 5Y | +342.9% | +27.2% | +315.7% | +235.9% |
| All | +342.9% | +27.0% | +315.9% | +235.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling