+143.9%
WCC vs RRC
+111.3%
+32.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.3% | +7.9% | +8.1% |
| 7D | -5.7% | -10.3% | +4.6% | -2.8% |
| 30D | -13.5% | +19.5% | -32.9% | -17.9% |
| 3M | -12.9% | +27.9% | -40.8% | -19.2% |
| 6M | -10.7% | +21.2% | -31.8% | -16.4% |
| YTD | +30.0% | +39.6% | -9.6% | +15.3% |
| 1Y | +24.7% | +31.3% | -6.6% | +12.5% |
| 3Y | +136.6% | +51.9% | +84.6% | +100.3% |
| 5Y | +143.9% | +110.2% | +33.8% | +92.9% |
| All | +143.9% | +111.3% | +32.6% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling