+417.7%
WCC vs RRC
+73.1%
+344.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | +9.9% | +6.4% | +3.6% | +8.4% |
| 30D | -8.4% | +23.9% | -32.3% | -13.0% |
| 3M | -10.3% | +30.2% | -40.5% | -16.0% |
| 6M | -10.5% | +26.3% | -36.7% | -16.0% |
| YTD | +32.2% | +48.1% | -15.9% | +18.7% |
| 1Y | +25.5% | +37.7% | -12.1% | +14.5% |
| 3Y | +134.7% | +60.3% | +74.4% | +104.5% |
| 5Y | +139.9% | +135.3% | +4.6% | +85.5% |
| All | +417.7% | +73.1% | +344.6% | +270.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling