+1,434.1%
RTX vs WCC
+1,713.7%
-279.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.5% | -1.6% |
| 7D | -5.2% | +4.5% | -9.6% | -6.2% |
| 30D | -9.4% | -5.8% | -3.6% | -8.3% |
| 3M | +12.3% | -3.7% | +15.9% | +12.2% |
| 6M | -3.1% | +23.1% | -26.2% | -9.4% |
| YTD | +10.7% | +44.2% | -33.5% | -0.8% |
| 1Y | +28.4% | +62.1% | -33.7% | +11.3% |
| 3Y | +147.1% | +121.1% | +25.9% | +87.8% |
| 5Y | +167.2% | +214.0% | -46.7% | +77.5% |
| 10Y | +274.7% | +472.8% | -198.1% | +96.8% |
| All | +1,434.1% | +1,713.7% | -279.6% | +407.4% |
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