+1,065.3%
CCJ vs WU
-39.5%
+1,104.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -3.2% | -5.0% | +1.8% | -2.1% |
| 30D | -1.3% | -2.3% | +0.9% | -0.9% |
| 3M | +2.5% | -3.2% | +5.7% | +2.0% |
| 6M | -18.9% | -25.0% | +6.2% | -14.2% |
| YTD | +6.5% | -21.7% | +28.1% | +10.9% |
| 1Y | +22.8% | -9.0% | +31.8% | +22.9% |
| 3Y | +164.5% | -28.9% | +193.4% | +176.0% |
| 5Y | +303.7% | -51.0% | +354.7% | +357.6% |
| All | +1,065.3% | -39.5% | +1,104.8% | +1,090.3% |
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