+1,713.7%
WCC vs RRC
+1,504.9%
+208.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.7% | +4.1% |
| 7D | +4.5% | +1.3% | +3.2% | +4.1% |
| 30D | -5.8% | +10.1% | -15.9% | -8.0% |
| 3M | -3.7% | +4.0% | -7.7% | -5.1% |
| 6M | +23.1% | +1.6% | +21.5% | +21.3% |
| YTD | +44.2% | +19.7% | +24.4% | +36.2% |
| 1Y | +62.1% | +21.4% | +40.7% | +52.0% |
| 3Y | +121.1% | +29.7% | +91.5% | +102.0% |
| 5Y | +214.0% | +153.9% | +60.1% | +133.5% |
| 10Y | +472.8% | +10.8% | +462.0% | +330.1% |
| All | +1,713.7% | +1,504.9% | +208.8% | +730.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling