+910.5%
RCL vs WCC
+1,713.7%
-803.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -1.8% |
| 7D | -5.1% | +4.5% | -9.6% | -6.9% |
| 30D | -19.0% | -5.8% | -13.2% | -17.2% |
| 3M | -9.6% | -3.7% | -5.9% | -9.3% |
| 6M | -6.7% | +23.1% | -29.8% | -16.1% |
| YTD | -3.9% | +44.2% | -48.1% | -19.7% |
| 1Y | -25.1% | +62.1% | -87.2% | -40.9% |
| 3Y | +179.1% | +121.1% | +58.0% | +82.3% |
| 5Y | +243.3% | +214.0% | +29.4% | +87.9% |
| 10Y | +325.8% | +472.8% | -147.0% | +73.4% |
| All | +910.5% | +1,713.7% | -803.3% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling