+351.8%
CCJ vs WING
-35.4%
+387.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.4% |
| 3M | -3.3% | -23.5% | +20.2% | +0.3% |
| 6M | -7.0% | -52.0% | +45.0% | +4.6% |
| YTD | +11.5% | -53.8% | +65.3% | +25.2% |
| 1Y | +32.3% | -63.8% | +96.1% | +55.4% |
| 3Y | +176.8% | -30.8% | +207.6% | +160.4% |
| 5Y | +351.8% | -34.3% | +386.1% | +268.5% |
| All | +351.8% | -35.4% | +387.2% | +268.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling