+417.7%
WCC vs XPO
+1,266.4%
-848.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.8% |
| 7D | +9.9% | +9.0% | +1.0% | +5.4% |
| 30D | -8.4% | +4.2% | -12.6% | -10.3% |
| 3M | -10.3% | -8.7% | -1.7% | -6.2% |
| 6M | -10.5% | -2.8% | -7.7% | -10.0% |
| YTD | +32.2% | +41.9% | -9.7% | +9.0% |
| 1Y | +25.5% | +42.3% | -16.8% | +3.1% |
| 3Y | +134.7% | +127.3% | +7.4% | +45.8% |
| 5Y | +139.9% | +306.4% | -166.5% | +3.0% |
| All | +417.7% | +1,266.4% | -848.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling