+177.1%
XHB vs WCC
+514.0%
-336.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.5% |
| 7D | -0.2% | +9.9% | -10.2% | -4.5% |
| 30D | +9.9% | -8.4% | +18.4% | +12.5% |
| 3M | -6.3% | -10.3% | +4.0% | -3.8% |
| 6M | +3.8% | -10.5% | +14.3% | +5.5% |
| YTD | +0.1% | +32.2% | -32.0% | -16.1% |
| 1Y | -0.8% | +25.5% | -26.3% | -15.1% |
| 3Y | +35.6% | +134.7% | -99.1% | -20.2% |
| 5Y | +29.6% | +139.9% | -110.4% | -29.7% |
| 10Y | +237.5% | +433.5% | -195.9% | +2.7% |
| All | +177.1% | +514.0% | -336.9% | -42.4% |
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