+5,591.8%
RCL vs WEC
+2,917.3%
+2,674.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +3.9% | +3.2% | +0.7% | +2.6% |
| 30D | +11.8% | +14.7% | -2.9% | +5.6% |
| 3M | -0.8% | +10.2% | -11.1% | -4.8% |
| 6M | +23.6% | +4.5% | +19.1% | +21.0% |
| YTD | +17.6% | +15.1% | +2.5% | +10.1% |
| 1Y | +28.3% | +9.4% | +18.9% | +22.6% |
| 3Y | +261.4% | +56.9% | +204.5% | +190.8% |
| 5Y | +245.3% | +54.4% | +190.9% | +174.1% |
| 10Y | +381.8% | +183.5% | +198.3% | +165.9% |
| All | +5,591.8% | +2,917.3% | +2,674.5% | +1,093.6% |
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 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