-23.4%
RCL vs WCC
+64.4%
-87.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.7% | -1.1% |
| 7D | -0.5% | +8.5% | -8.9% | -3.1% |
| 30D | -17.3% | -1.0% | -16.4% | -17.3% |
| 3M | -2.8% | +2.1% | -4.9% | -4.0% |
| 6M | -4.4% | +36.8% | -41.2% | -16.0% |
| YTD | -4.2% | +47.7% | -51.9% | -18.3% |
| 1Y | -23.4% | +66.5% | -89.9% | -35.5% |
| All | -23.4% | +64.4% | -87.8% | -35.5% |
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