+26.8%
XHB vs WCC
+137.6%
-110.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -3.3% |
| 7D | +0.2% | +8.5% | -8.3% | -2.6% |
| 30D | -9.1% | -1.0% | -8.1% | -9.0% |
| 3M | -2.3% | +2.1% | -4.4% | -3.8% |
| 6M | -4.1% | +36.8% | -40.9% | -15.1% |
| YTD | -1.7% | +47.7% | -49.4% | -15.7% |
| 1Y | -15.1% | +66.5% | -81.6% | -30.7% |
| 3Y | +26.8% | +134.2% | -107.3% | -17.5% |
| All | +26.8% | +137.6% | -110.8% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling