+1,025.5%
RRX vs WCC
+1,713.7%
-688.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.2% |
| 7D | +3.4% | +4.5% | -1.0% | +1.8% |
| 30D | -11.1% | -5.8% | -5.3% | -9.3% |
| 3M | -23.7% | -3.7% | -20.1% | -22.6% |
| 6M | -22.0% | +23.1% | -45.0% | -27.2% |
| YTD | +16.5% | +44.2% | -27.7% | +2.7% |
| 1Y | +11.5% | +62.1% | -50.6% | -6.0% |
| 3Y | +1.5% | +121.1% | -119.6% | -25.1% |
| 5Y | +18.3% | +214.0% | -195.7% | -24.5% |
| 10Y | +209.8% | +472.8% | -263.0% | +49.8% |
| All | +1,025.5% | +1,713.7% | -688.2% | +240.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling