+274.2%
RCL vs WCC
+110.7%
+163.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.6% |
| 7D | +6.5% | -14.7% | +21.2% | +11.8% |
| 30D | +15.9% | -20.1% | +35.9% | +24.3% |
| 3M | +2.7% | -21.2% | +23.8% | +10.1% |
| 6M | +15.2% | -19.2% | +34.4% | +21.4% |
| YTD | +19.2% | +20.2% | -1.0% | +6.6% |
| 1Y | +31.6% | +14.5% | +17.1% | +19.8% |
| 3Y | +274.2% | +115.1% | +159.1% | +151.2% |
| All | +274.2% | +110.7% | +163.5% | +151.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling