+208.2%
ROL vs WCC
+506.2%
-298.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | -3.3% | +6.8% | -10.1% | -4.1% |
| 30D | -7.2% | -3.0% | -4.2% | -7.0% |
| 3M | -27.0% | +0.2% | -27.2% | -27.4% |
| 6M | -39.5% | +33.2% | -72.7% | -42.3% |
| YTD | -41.8% | +45.8% | -87.6% | -45.3% |
| 1Y | -38.9% | +68.4% | -107.2% | -43.8% |
| 3Y | -0.4% | +131.1% | -131.5% | -15.4% |
| 5Y | -4.2% | +225.6% | -229.8% | -25.2% |
| 10Y | +208.2% | +534.2% | -326.0% | +108.1% |
| All | +208.2% | +506.2% | -298.0% | +108.1% |
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