+39.6%
RY vs WCC
+14.0%
+25.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.4% | -1.6% |
| 7D | -0.9% | -14.7% | +13.8% | +1.1% |
| 30D | +5.9% | -20.1% | +25.9% | +9.0% |
| 3M | -4.3% | -21.2% | +16.9% | -1.4% |
| 6M | +12.1% | -19.2% | +31.3% | +14.4% |
| YTD | +20.3% | +20.2% | 0.0% | +12.9% |
| All | +39.6% | +14.0% | +25.5% | +32.5% |
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