+379.0%
RCL vs WEC
+178.6%
+200.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.8% |
| 7D | +5.0% | +0.2% | +4.7% | +4.9% |
| 30D | +19.4% | +12.9% | +6.5% | +16.2% |
| 3M | +5.9% | +9.8% | -3.9% | +3.7% |
| 6M | +23.8% | +6.7% | +17.1% | +21.8% |
| YTD | +22.8% | +14.0% | +8.8% | +18.7% |
| 1Y | +34.3% | +7.3% | +26.9% | +31.6% |
| 3Y | +276.4% | +63.8% | +212.6% | +229.1% |
| 5Y | +281.6% | +54.8% | +226.8% | +235.3% |
| 10Y | +379.0% | +185.7% | +193.3% | +304.6% |
| All | +379.0% | +178.6% | +200.4% | +304.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling