+1,007.5%
RCL vs WCN
+6,839.3%
-5,831.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.3% |
| 7D | -5.1% | -0.6% | -4.5% | -4.9% |
| 30D | -19.0% | +0.4% | -19.4% | -19.2% |
| 3M | -9.6% | +7.3% | -16.9% | -12.3% |
| 6M | -6.7% | -2.5% | -4.2% | -6.5% |
| YTD | -3.9% | -5.4% | +1.5% | -3.0% |
| 1Y | -25.1% | -8.5% | -16.6% | -23.4% |
| 3Y | +179.1% | +20.8% | +158.3% | +155.1% |
| 5Y | +243.3% | +30.0% | +213.3% | +205.4% |
| 10Y | +325.8% | +238.4% | +87.4% | +175.7% |
| All | +1,007.5% | +6,839.3% | -5,831.8% | +301.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling