+443.3%
WELL vs CCI
+65.8%
+377.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | +0.1% | -1.4% | +1.5% | +0.7% |
| 30D | +6.8% | +12.7% | -5.9% | +0.6% |
| 3M | +6.7% | +23.0% | -16.3% | -4.2% |
| 6M | +13.8% | +0.6% | +13.2% | +11.7% |
| YTD | +33.8% | +4.9% | +29.0% | +27.2% |
| 1Y | +29.6% | +0.7% | +28.9% | +25.7% |
| 3Y | +203.1% | +10.2% | +192.9% | +170.0% |
| 5Y | +223.8% | -36.4% | +260.3% | +288.4% |
| All | +443.3% | +65.8% | +377.5% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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