+753.7%
CCJ vs WU
-38.9%
+792.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.8% | -1.7% |
| 7D | -0.8% | -2.0% | +1.2% | -0.4% |
| 30D | -13.2% | +11.4% | -24.6% | -15.5% |
| 3M | -27.6% | -6.8% | -20.8% | -26.8% |
| 6M | -38.7% | -14.6% | -24.1% | -37.4% |
| YTD | -22.7% | -20.6% | -2.1% | -20.0% |
| 1Y | -17.6% | -15.4% | -2.2% | -16.3% |
| 3Y | +62.7% | -23.6% | +86.3% | +66.1% |
| 5Y | +159.7% | -43.4% | +203.1% | +182.8% |
| All | +753.7% | -38.9% | +792.6% | +729.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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