+16.2%
XRT vs WCC
+23.4%
-7.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +4.1% | -9.9% | +14.0% | +5.0% |
| 30D | +9.9% | -13.4% | +23.3% | +11.4% |
| 3M | +2.3% | -13.5% | +15.7% | +3.4% |
| 6M | +9.6% | -10.6% | +20.2% | +9.8% |
| YTD | +9.1% | +30.1% | -20.9% | -3.5% |
| 1Y | +16.2% | +22.3% | -6.1% | +4.3% |
| All | +16.2% | +23.4% | -7.2% | +4.3% |
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