+129.7%
ROP vs WCN
+235.2%
-105.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | +0.2% |
| 7D | -8.0% | -4.4% | -3.6% | -5.4% |
| 30D | -2.7% | -4.4% | +1.7% | +0.1% |
| 3M | +16.6% | +0.5% | +16.1% | +16.3% |
| 6M | +10.4% | -3.3% | +13.6% | +12.1% |
| YTD | -12.1% | -8.5% | -3.6% | -7.8% |
| 1Y | -23.6% | -8.9% | -14.7% | -19.8% |
| 3Y | -19.3% | +18.0% | -37.4% | -29.5% |
| 5Y | -15.4% | +25.0% | -40.4% | -30.0% |
| All | +129.7% | +235.2% | -105.5% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling