+214.7%
ROL vs WCC
+460.5%
-245.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.4% | -9.9% | +13.3% | +4.5% |
| 30D | +20.8% | -13.4% | +34.2% | +22.4% |
| 3M | +3.7% | -13.5% | +17.2% | +4.9% |
| 6M | -27.7% | -10.6% | -17.1% | -27.5% |
| YTD | -34.9% | +30.1% | -65.0% | -38.3% |
| 1Y | -33.3% | +22.3% | -55.6% | -36.3% |
| 3Y | +4.3% | +130.3% | -126.0% | -12.2% |
| 5Y | +15.0% | +144.5% | -129.5% | -7.1% |
| 10Y | +214.7% | +431.8% | -217.2% | +122.8% |
| All | +214.7% | +460.5% | -245.8% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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