+204.5%
WELL vs CCJ
+174.2%
+30.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.8% | +0.4% |
| 7D | -1.3% | +5.9% | -7.3% | -1.4% |
| 30D | +0.5% | +4.7% | -4.2% | +0.4% |
| 3M | +19.1% | -3.3% | +22.4% | +19.2% |
| 6M | +17.0% | -7.0% | +24.0% | +17.0% |
| YTD | +29.2% | +11.5% | +17.7% | +28.3% |
| 1Y | +42.1% | +32.3% | +9.9% | +39.6% |
| 3Y | +204.5% | +176.8% | +27.7% | +176.3% |
| All | +204.5% | +174.2% | +30.3% | +176.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling