+379.0%
RCL vs WCC
+492.1%
-113.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.1% | -5.1% | -1.7% |
| 7D | +5.0% | -5.7% | +10.6% | +7.1% |
| 30D | +19.4% | -13.5% | +32.8% | +27.5% |
| 3M | +5.9% | -12.9% | +18.8% | +11.5% |
| 6M | +23.8% | -10.7% | +34.5% | +25.9% |
| YTD | +22.8% | +30.0% | -7.2% | -2.3% |
| 1Y | +34.3% | +24.7% | +9.6% | +9.3% |
| 3Y | +276.4% | +136.6% | +139.9% | +80.6% |
| 5Y | +281.6% | +143.9% | +137.7% | +62.6% |
| 10Y | +379.0% | +465.9% | -86.9% | -18.9% |
| All | +379.0% | +492.1% | -113.0% | -18.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling