+366.0%
WDC vs CCJ
+22.0%
+344.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.6% |
| 7D | -4.3% | -4.0% | -0.3% | -2.3% |
| 30D | -1.5% | -2.4% | +0.9% | -0.8% |
| 3M | -15.5% | -2.3% | -13.2% | -14.9% |
| 6M | +66.5% | -16.2% | +82.7% | +77.3% |
| YTD | +159.9% | +5.7% | +154.2% | +168.6% |
| 1Y | +366.0% | +21.3% | +344.7% | +375.0% |
| All | +366.0% | +22.0% | +344.0% | +375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 1y: compounded portfolio wealth divided by compounded CCJ 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…
1y analysis · Full analysis span regression · 6 months rolling