+178.7%
XHB vs WCC
+569.6%
-390.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | -0.8% |
| 7D | -1.3% | +4.5% | -5.8% | -3.3% |
| 30D | -6.9% | -5.8% | -1.1% | -4.7% |
| 3M | -1.3% | -3.7% | +2.4% | -0.8% |
| 6M | -6.8% | +23.1% | -29.8% | -17.1% |
| YTD | +0.7% | +44.2% | -43.4% | -17.2% |
| 1Y | -11.2% | +62.1% | -73.3% | -31.6% |
| 3Y | +25.3% | +121.1% | -95.8% | -22.7% |
| 5Y | +37.3% | +214.0% | -176.6% | -33.4% |
| 10Y | +211.5% | +472.8% | -261.3% | -6.8% |
| All | +178.7% | +569.6% | -390.9% | -43.2% |
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