+1,208.9%
XLK vs WCC
+1,758.7%
-549.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.3% |
| 7D | +2.3% | +8.5% | -6.2% | +0.2% |
| 30D | -0.1% | -1.0% | +0.9% | +0.1% |
| 3M | +2.1% | +2.1% | 0.0% | +1.3% |
| 6M | +37.2% | +36.8% | +0.4% | +26.1% |
| YTD | +30.8% | +47.7% | -16.9% | +17.7% |
| 1Y | +42.6% | +66.5% | -23.9% | +24.1% |
| 3Y | +121.8% | +134.2% | -12.3% | +71.5% |
| 5Y | +145.7% | +231.6% | -86.0% | +69.8% |
| 10Y | +782.1% | +508.1% | +274.0% | +380.7% |
| All | +1,208.9% | +1,758.7% | -549.8% | +292.8% |
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