+46.7%
RY vs WCC
+24.5%
+22.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -9.9% | +13.0% | +4.4% |
| 7D | +2.5% | -8.8% | +11.2% | +3.5% |
| 30D | +8.4% | -16.0% | +24.5% | +11.0% |
| 3M | +1.2% | -15.2% | +16.4% | +3.3% |
| 6M | +19.4% | -8.4% | +27.7% | +19.5% |
| YTD | +25.4% | +30.1% | -4.7% | +16.5% |
| 1Y | +46.7% | +26.4% | +20.3% | +36.5% |
| All | +46.7% | +24.5% | +22.2% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling