+149.7%
XBI vs WCC
+541.6%
-391.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.5% |
| 7D | -4.6% | +1.5% | -6.2% | -5.1% |
| 30D | -2.0% | -2.1% | +0.1% | -1.6% |
| 3M | +17.8% | +3.8% | +14.0% | +15.6% |
| 6M | +23.7% | +35.0% | -11.3% | +11.8% |
| YTD | +28.2% | +46.4% | -18.1% | +12.5% |
| 1Y | +64.0% | +63.0% | +1.0% | +38.6% |
| 3Y | +99.4% | +133.9% | -34.5% | +44.7% |
| 5Y | +19.3% | +226.5% | -207.2% | -24.3% |
| All | +149.7% | +541.6% | -391.9% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling