+134.2%
WCC vs XPO
+159.4%
-25.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.2% |
| 7D | +8.5% | +2.7% | +5.8% | +7.1% |
| 30D | -1.0% | -6.2% | +5.2% | +2.1% |
| 3M | +2.1% | -15.4% | +17.5% | +10.2% |
| 6M | +36.8% | +0.7% | +36.1% | +34.9% |
| YTD | +47.7% | +39.8% | +7.9% | +23.0% |
| 1Y | +66.5% | +43.3% | +23.2% | +36.2% |
| 3Y | +134.2% | +166.0% | -31.9% | +49.9% |
| All | +134.2% | +159.4% | -25.3% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling