+181.5%
XME vs WCC
+228.2%
-46.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -0.2% | +6.8% | -7.0% | -2.9% |
| 30D | +1.4% | -3.0% | +4.4% | +2.6% |
| 3M | +2.7% | +0.2% | +2.5% | +2.1% |
| 6M | +6.5% | +33.2% | -26.6% | -5.9% |
| YTD | +15.2% | +45.8% | -30.6% | -2.0% |
| 1Y | +43.5% | +68.4% | -24.9% | +14.9% |
| 3Y | +135.9% | +131.1% | +4.7% | +56.7% |
| 5Y | +181.5% | +225.6% | -44.2% | +46.0% |
| All | +181.5% | +228.2% | -46.7% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling