+795.6%
CCJ vs WEC
+189.6%
+606.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | +0.4% | +1.4% | -1.0% | +0.3% |
| 30D | -17.2% | +12.8% | -30.0% | -18.0% |
| 3M | -25.1% | +11.2% | -36.3% | -25.8% |
| 6M | -37.6% | +6.6% | -44.2% | -38.0% |
| YTD | -20.4% | +13.8% | -34.2% | -21.2% |
| 1Y | -22.5% | +7.6% | -30.2% | -23.1% |
| 3Y | +72.5% | +62.2% | +10.3% | +63.5% |
| 5Y | +179.9% | +52.0% | +127.9% | +168.6% |
| All | +795.6% | +189.6% | +606.0% | +694.7% |
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