+49.9%
XLE vs WCC
+24.5%
+25.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -9.9% | +5.2% | -4.8% |
| 7D | -7.2% | -8.8% | +1.6% | -7.2% |
| 30D | +0.1% | -16.0% | +16.1% | -0.1% |
| 3M | +9.2% | -15.2% | +24.4% | +9.1% |
| 6M | +8.4% | -8.4% | +16.7% | +8.6% |
| YTD | +44.9% | +30.1% | +14.8% | +40.4% |
| 1Y | +49.9% | +26.4% | +23.4% | +46.1% |
| All | +49.9% | +24.5% | +25.4% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling