-4.1%
XLC vs WU
-16.8%
+12.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | +3.1% | -5.3% | +8.4% | +3.7% |
| 30D | -4.2% | +9.0% | -13.2% | -5.2% |
| 3M | -2.1% | -3.6% | +1.4% | -2.0% |
| 6M | -6.6% | -19.4% | +12.8% | -5.0% |
| YTD | -7.8% | -21.7% | +13.9% | -6.2% |
| 1Y | -4.1% | -16.1% | +12.0% | -3.8% |
| All | -4.1% | -16.8% | +12.7% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling