+943.2%
XBI vs WCC
+586.2%
+357.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.9% |
| 7D | -0.9% | +8.5% | -9.4% | -3.4% |
| 30D | +2.9% | -1.0% | +3.9% | +3.0% |
| 3M | +26.2% | +2.1% | +24.1% | +24.2% |
| 6M | +30.7% | +36.8% | -6.1% | +16.7% |
| YTD | +32.9% | +47.7% | -14.8% | +15.1% |
| 1Y | +72.3% | +66.5% | +5.8% | +42.8% |
| 3Y | +107.2% | +134.2% | -27.0% | +46.7% |
| 5Y | +23.2% | +231.6% | -208.5% | -25.2% |
| 10Y | +158.5% | +508.1% | -349.6% | +14.4% |
| All | +943.2% | +586.2% | +357.0% | +257.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling