-5.9%
EXE vs WCC
+21.1%
-27.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.0% | -0.9% |
| 7D | -0.3% | +4.5% | -4.7% | 0.0% |
| 30D | +8.5% | -5.8% | +14.2% | +8.1% |
| 3M | +5.5% | -3.7% | +9.1% | +5.5% |
| 6M | -5.9% | +23.1% | -29.0% | -5.6% |
| All | -5.9% | +21.1% | -27.0% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 6mo: compounded portfolio wealth divided by compounded WCC 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…
6mo analysis · Full analysis span regression · 6 months rolling