+238.8%
RCL vs WCN
+30.9%
+207.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.2% |
| 7D | -0.5% | -0.4% | 0.0% | -0.3% |
| 30D | -17.3% | -2.1% | -15.2% | -16.5% |
| 3M | -2.8% | +6.4% | -9.1% | -6.1% |
| 6M | -4.4% | -3.7% | -0.7% | -3.2% |
| YTD | -4.2% | -6.4% | +2.2% | -1.9% |
| 1Y | -23.4% | -7.9% | -15.4% | -20.7% |
| 3Y | +179.4% | +20.8% | +158.6% | +136.8% |
| 5Y | +238.8% | +29.0% | +209.8% | +173.6% |
| All | +238.8% | +30.9% | +207.8% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling