+269.1%
RCL vs WEC
+57.1%
+212.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +3.9% | +3.2% | +0.7% | +3.8% |
| 30D | +11.8% | +14.7% | -2.9% | +11.3% |
| 3M | -0.8% | +10.2% | -11.1% | -1.3% |
| 6M | +23.6% | +4.5% | +19.1% | +23.0% |
| YTD | +17.6% | +15.1% | +2.5% | +16.7% |
| 1Y | +28.3% | +9.4% | +18.9% | +27.6% |
| All | +269.1% | +57.1% | +212.0% | +258.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling