+7,040.8%
WELL vs CCJ
+1,117.9%
+5,922.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.0% |
| 7D | +3.0% | +0.4% | +2.6% | +2.9% |
| 30D | +10.2% | -17.2% | +27.5% | +13.0% |
| 3M | +6.1% | -25.1% | +31.2% | +10.2% |
| 6M | +16.6% | -37.6% | +54.2% | +23.7% |
| YTD | +35.3% | -20.4% | +55.7% | +36.9% |
| 1Y | +31.5% | -22.5% | +54.0% | +33.2% |
| 3Y | +206.5% | +72.5% | +134.0% | +161.6% |
| 5Y | +222.0% | +179.9% | +42.1% | +144.7% |
| 10Y | +473.8% | +772.6% | -298.8% | +231.8% |
| All | +7,040.8% | +1,117.9% | +5,922.9% | +3,816.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling