+507.5%
WCC vs XPO
+1,517.7%
-1,010.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.7% |
| 7D | +1.7% | -1.3% | +3.0% | +2.3% |
| 30D | -6.1% | -10.4% | +4.3% | -0.8% |
| 3M | +3.1% | -15.7% | +18.8% | +11.4% |
| 6M | +28.2% | -6.3% | +34.6% | +31.1% |
| YTD | +41.1% | +34.2% | +6.9% | +19.7% |
| 1Y | +61.3% | +39.9% | +21.3% | +33.3% |
| 3Y | +123.6% | +155.2% | -31.6% | +30.2% |
| 5Y | +214.8% | +264.7% | -49.9% | +41.8% |
| All | +507.5% | +1,517.7% | -1,010.2% | +37.3% |
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