+35.6%
XHB vs WCN
+52.1%
-16.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +2.6% | -2.8% | -0.9% |
| 30D | +9.9% | +23.9% | -14.0% | +4.2% |
| 3M | -6.3% | +17.4% | -23.7% | -10.1% |
| 6M | +3.8% | +28.0% | -24.2% | -2.5% |
| YTD | +0.1% | +11.6% | -11.4% | -2.7% |
| 1Y | -0.8% | +16.9% | -17.7% | -5.0% |
| 3Y | +35.6% | +51.6% | -16.0% | +9.2% |
| All | +35.6% | +52.1% | -16.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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