+412.6%
WDC vs RCL
-24.0%
+436.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +6.0% | -0.5% | +6.4% | +6.1% |
| 30D | +9.9% | -17.3% | +27.3% | +16.5% |
| 3M | -9.4% | -2.8% | -6.6% | -8.7% |
| 6M | +94.7% | -4.4% | +99.1% | +96.2% |
| YTD | +177.4% | -4.2% | +181.5% | +182.0% |
| 1Y | +412.6% | -23.4% | +436.0% | +370.0% |
| All | +412.6% | -24.0% | +436.6% | +370.0% |
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