+772.0%
WDC vs RCL
+265.0%
+507.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.0% | +6.9% | +8.7% |
| 7D | -14.4% | +5.0% | -19.4% | -16.0% |
| 30D | -27.1% | +19.4% | -46.4% | -31.9% |
| 3M | -33.3% | +5.9% | -39.2% | -35.0% |
| 6M | -39.6% | +23.8% | -63.4% | -45.1% |
| YTD | +68.4% | +22.8% | +45.6% | +51.3% |
| 1Y | +78.2% | +34.3% | +43.9% | +53.6% |
| 3Y | +772.0% | +276.4% | +495.6% | +342.3% |
| All | +772.0% | +265.0% | +507.0% | +342.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling