+297.0%
MXL vs WCC
+24.5%
+272.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.9% | -1.2% | -0.8% |
| 7D | -24.3% | -8.8% | -15.6% | -17.1% |
| 30D | -46.1% | -16.0% | -30.1% | -34.9% |
| 3M | -21.8% | -15.2% | -6.6% | -5.4% |
| 6M | -27.2% | -8.4% | -18.9% | -17.2% |
| YTD | +226.2% | +30.1% | +196.1% | +176.4% |
| 1Y | +297.0% | +26.4% | +270.6% | +237.8% |
| All | +297.0% | +24.5% | +272.5% | +237.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling