+14.9%
RRX vs WCC
+211.6%
-196.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -0.2% |
| 7D | -3.7% | +1.7% | -5.4% | -4.7% |
| 30D | -9.3% | -6.1% | -3.2% | -6.5% |
| 3M | -21.8% | +3.1% | -24.9% | -23.2% |
| 6M | -22.0% | +28.2% | -50.2% | -31.3% |
| YTD | +11.9% | +41.1% | -29.2% | -6.3% |
| 1Y | +11.6% | +61.3% | -49.7% | -13.3% |
| 3Y | +2.2% | +123.6% | -121.5% | -35.7% |
| 5Y | +14.9% | +214.8% | -199.9% | -43.4% |
| All | +14.9% | +211.6% | -196.8% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling