+144.1%
WMB vs CCJ
+177.8%
-33.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.6% | +0.7% | -0.2% | +0.5% |
| 30D | +3.3% | +6.9% | -3.6% | +2.3% |
| 3M | +3.1% | -11.6% | +14.8% | +4.4% |
| 6M | -0.7% | -16.2% | +15.5% | +0.7% |
| YTD | +25.2% | +10.1% | +15.1% | +21.6% |
| 1Y | +32.9% | +32.3% | +0.6% | +24.0% |
| All | +144.1% | +177.8% | -33.7% | +96.2% |
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