+1,327.7%
RCL vs WCN
+7,961.2%
-6,633.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | +8.5% | +2.6% | +5.9% | +7.5% |
| 30D | +20.4% | +25.3% | -4.9% | +10.1% |
| 3M | +11.0% | +15.2% | -4.2% | +4.7% |
| 6M | +24.9% | +26.4% | -1.6% | +13.3% |
| YTD | +23.9% | +9.9% | +13.9% | +17.7% |
| 1Y | +30.8% | +16.2% | +14.7% | +21.8% |
| 3Y | +270.4% | +49.4% | +221.0% | +211.5% |
| 5Y | +296.1% | +46.2% | +249.9% | +236.4% |
| 10Y | +375.0% | +305.7% | +69.3% | +186.5% |
| All | +1,327.7% | +7,961.2% | -6,633.5% | +386.4% |
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