+176.8%
CCJ vs WEC
+42.2%
+134.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | +1.4% |
| 7D | +5.9% | +0.8% | +5.1% | +6.0% |
| 30D | +4.7% | +0.3% | +4.4% | +4.7% |
| 3M | -3.3% | -2.9% | -0.4% | -3.6% |
| 6M | -7.0% | -5.9% | -1.1% | -7.6% |
| YTD | +11.5% | +4.1% | +7.3% | +12.4% |
| 1Y | +32.3% | +3.1% | +29.1% | +33.0% |
| 3Y | +176.8% | +40.8% | +136.1% | +187.5% |
| All | +176.8% | +42.2% | +134.6% | +187.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling