+217.3%
RRX vs WCN
+235.9%
-18.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -0.3% | -3.1% | +2.8% | +1.2% |
| 30D | -6.1% | -3.4% | -2.7% | -4.6% |
| 3M | -23.1% | +3.0% | -26.0% | -24.9% |
| 6M | -19.5% | -3.8% | -15.8% | -19.4% |
| YTD | +16.1% | -8.3% | +24.4% | +19.3% |
| 1Y | +12.9% | -9.7% | +22.7% | +16.6% |
| 3Y | +7.9% | +17.2% | -9.2% | -8.2% |
| 5Y | +19.1% | +25.3% | -6.2% | -5.1% |
| All | +217.3% | +235.9% | -18.6% | +37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling