+1,399.9%
RTX vs WCC
+1,535.5%
-135.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.1% | -4.6% | +1.6% |
| 7D | -3.2% | -5.7% | +2.5% | -2.1% |
| 30D | +5.6% | -13.5% | +19.0% | +8.7% |
| 3M | -11.7% | -12.9% | +1.2% | -9.6% |
| 6M | +12.3% | -10.7% | +23.0% | +13.3% |
| YTD | +8.2% | +30.0% | -21.8% | -1.3% |
| 1Y | +12.6% | +24.7% | -12.1% | +3.6% |
| 3Y | +152.8% | +136.6% | +16.3% | +87.8% |
| 5Y | +140.2% | +143.9% | -3.7% | +68.9% |
| 10Y | +273.8% | +465.9% | -192.2% | +96.2% |
| All | +1,399.9% | +1,535.5% | -135.6% | +404.7% |
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