+1,099.7%
CCJ vs WEC
+141.2%
+958.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.5% |
| 7D | +4.2% | +0.4% | +3.8% | +4.2% |
| 30D | +3.2% | +0.9% | +2.3% | +3.1% |
| 3M | -1.8% | -5.3% | +3.5% | -1.5% |
| 6M | -13.5% | -6.6% | -7.0% | -13.2% |
| YTD | +9.7% | +3.3% | +6.5% | +9.4% |
| 1Y | +30.0% | +2.1% | +27.9% | +29.6% |
| 3Y | +172.6% | +39.6% | +133.0% | +162.1% |
| 5Y | +342.9% | +31.2% | +311.8% | +329.2% |
| 10Y | +1,099.7% | +148.4% | +951.3% | +988.6% |
| All | +1,099.7% | +141.2% | +958.6% | +988.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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