+32.9%
XLV vs WCC
+24.5%
+8.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.9% | +13.0% | +3.0% |
| 7D | +5.5% | -8.8% | +14.3% | +5.4% |
| 30D | +13.3% | -16.0% | +29.3% | +13.3% |
| 3M | +17.4% | -15.2% | +32.7% | +17.5% |
| 6M | +32.1% | -8.4% | +40.5% | +31.6% |
| YTD | +24.0% | +30.1% | -6.1% | +16.9% |
| 1Y | +32.9% | +26.4% | +6.5% | +25.1% |
| All | +32.9% | +24.5% | +8.4% | +25.1% |
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