+1,430.2%
RTX vs WCC
+1,536.7%
-106.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -1.7% | -9.9% | +8.2% | +0.5% |
| 30D | +7.7% | -13.4% | +21.1% | +10.9% |
| 3M | -10.3% | -13.5% | +3.1% | -8.0% |
| 6M | +14.6% | -10.6% | +25.2% | +15.6% |
| YTD | +10.4% | +30.1% | -19.7% | +0.7% |
| 1Y | +13.5% | +22.3% | -8.8% | +4.9% |
| 3Y | +158.6% | +130.3% | +28.3% | +93.4% |
| 5Y | +147.3% | +144.5% | +2.7% | +73.8% |
| 10Y | +268.6% | +431.8% | -163.2% | +96.1% |
| All | +1,430.2% | +1,536.7% | -106.6% | +414.8% |
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