+182.1%
ROP vs WCC
+435.3%
-253.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +0.2% | -9.9% | +10.1% | +1.7% |
| 30D | +30.3% | -13.4% | +43.7% | +32.7% |
| 3M | +17.8% | -13.5% | +31.2% | +19.5% |
| 6M | +38.9% | -10.6% | +49.5% | +38.6% |
| YTD | +7.6% | +30.1% | -22.5% | -2.0% |
| 1Y | +6.5% | +22.3% | -15.8% | -1.8% |
| 3Y | -6.3% | +130.3% | -136.6% | -28.8% |
| 5Y | +0.9% | +144.5% | -143.6% | -28.0% |
| All | +182.1% | +435.3% | -253.2% | +42.8% |
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