+1,099.7%
CCJ vs WING
+359.3%
+740.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.6% | -1.7% |
| 7D | +4.2% | -2.3% | +6.5% | +4.6% |
| 30D | +3.2% | -5.6% | +8.8% | +3.9% |
| 3M | -1.8% | -22.9% | +21.1% | +1.9% |
| 6M | -13.5% | -50.4% | +36.9% | -3.0% |
| YTD | +9.7% | -53.3% | +63.1% | +23.4% |
| 1Y | +30.0% | -61.2% | +91.2% | +50.6% |
| 3Y | +172.6% | -30.1% | +202.7% | +163.8% |
| 5Y | +342.9% | -35.0% | +378.0% | +311.0% |
| 10Y | +1,099.7% | +375.5% | +724.2% | +536.9% |
| All | +1,099.7% | +359.3% | +740.4% | +536.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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