+275.2%
RTX vs WCC
+509.2%
-234.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.7% |
| 7D | -3.1% | +8.5% | -11.6% | -5.4% |
| 30D | -10.6% | -1.0% | -9.6% | -10.5% |
| 3M | +11.6% | +2.1% | +9.5% | +9.7% |
| 6M | -4.5% | +36.8% | -41.3% | -14.9% |
| YTD | +9.6% | +47.7% | -38.1% | -5.2% |
| 1Y | +30.8% | +66.5% | -35.7% | +8.2% |
| 3Y | +152.8% | +134.2% | +18.7% | +72.7% |
| 5Y | +167.1% | +231.6% | -64.5% | +46.2% |
| 10Y | +275.2% | +508.1% | -232.9% | +21.6% |
| All | +275.2% | +509.2% | -234.0% | +21.6% |
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