+928.6%
WDC vs RCL
+249.6%
+679.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +1.7% | -5.1% | +6.8% | +3.7% |
| 30D | -10.0% | -19.0% | +9.0% | -2.7% |
| 3M | -18.8% | -9.6% | -9.2% | -16.0% |
| 6M | +79.0% | -6.7% | +85.7% | +82.4% |
| YTD | +171.6% | -3.9% | +175.5% | +171.1% |
| 1Y | +417.4% | -25.1% | +442.5% | +459.3% |
| 3Y | +1,251.8% | +179.1% | +1,072.7% | +779.4% |
| All | +928.6% | +249.6% | +679.0% | +485.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling