+5,669.9%
RCL vs WEC
+2,854.8%
+2,815.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +2.2% |
| 7D | +6.5% | -0.2% | +6.7% | +6.6% |
| 30D | +15.9% | +12.3% | +3.6% | +10.4% |
| 3M | +2.7% | +8.3% | -5.6% | -0.7% |
| 6M | +15.2% | +3.5% | +11.8% | +13.3% |
| YTD | +19.2% | +12.7% | +6.5% | +12.5% |
| 1Y | +31.6% | +8.2% | +23.4% | +26.3% |
| 3Y | +274.2% | +55.9% | +218.3% | +201.7% |
| 5Y | +250.1% | +51.2% | +198.8% | +180.2% |
| 10Y | +388.4% | +177.6% | +210.8% | +171.8% |
| All | +5,669.9% | +2,854.8% | +2,815.1% | +1,120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling