+176.8%
CCJ vs WING
-31.3%
+208.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | +5.9% | -0.1% | +6.1% | +5.9% |
| 30D | +4.7% | -6.0% | +10.7% | +5.2% |
| 3M | -3.3% | -23.5% | +20.2% | -0.9% |
| 6M | -7.0% | -52.0% | +45.0% | +1.1% |
| YTD | +11.5% | -53.8% | +65.3% | +21.1% |
| 1Y | +32.3% | -63.8% | +96.1% | +49.2% |
| 3Y | +176.8% | -30.8% | +207.6% | +179.6% |
| All | +176.8% | -31.3% | +208.1% | +179.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling