+113.2%
WDC vs RCL
+27.6%
+85.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.4% | -13.2% | -8.7% |
| 7D | -18.3% | +11.7% | -30.0% | -21.5% |
| 30D | -26.7% | +21.1% | -47.8% | -31.5% |
| 3M | -40.9% | +2.9% | -43.8% | -41.1% |
| 6M | -26.8% | +29.8% | -56.6% | -33.7% |
| YTD | +88.2% | +21.4% | +66.8% | +72.2% |
| 1Y | +113.2% | +32.0% | +81.2% | +87.4% |
| All | +113.2% | +27.6% | +85.6% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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