+29.8%
WELL vs CCJ
-22.9%
+52.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.2% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | +5.7% | -13.2% | +18.8% | +5.2% |
| 3M | +4.6% | -27.6% | +32.3% | +3.8% |
| 6M | +11.9% | -38.7% | +50.6% | +11.1% |
| YTD | +33.6% | -22.7% | +56.3% | +33.5% |
| 1Y | +29.8% | -17.6% | +47.3% | +30.5% |
| All | +29.8% | -22.9% | +52.6% | +30.5% |
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