+1,245.5%
WDC vs RCL
+344.6%
+900.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +6.0% | -0.5% | +6.4% | +6.2% |
| 30D | +9.9% | -17.3% | +27.3% | +17.8% |
| 3M | -9.4% | -2.8% | -6.6% | -8.9% |
| 6M | +94.7% | -4.4% | +99.1% | +96.7% |
| YTD | +177.4% | -4.2% | +181.5% | +177.2% |
| 1Y | +412.6% | -23.4% | +436.0% | +449.1% |
| 3Y | +1,359.8% | +179.4% | +1,180.4% | +844.4% |
| 5Y | +992.6% | +238.8% | +753.8% | +513.2% |
| 10Y | +1,245.5% | +350.2% | +895.3% | +603.9% |
| All | +1,245.5% | +344.6% | +900.9% | +603.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling