+49.0%
XEL vs WCC
+139.9%
-90.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | +2.4% | +9.9% | -7.5% | +1.8% |
| 30D | +8.3% | -8.4% | +16.7% | +8.7% |
| 3M | +4.2% | -10.3% | +14.5% | +4.6% |
| 6M | +3.7% | -10.5% | +14.2% | +4.0% |
| YTD | +13.1% | +32.2% | -19.1% | +10.0% |
| 1Y | +5.0% | +25.5% | -20.5% | +2.5% |
| 3Y | +55.0% | +134.7% | -79.7% | +41.4% |
| All | +49.0% | +139.9% | -90.9% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling