+421.1%
WMT vs RRC
+6.5%
+414.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.5% | -1.2% | -1.3% | -2.4% |
| 30D | -6.4% | +3.0% | -9.4% | -6.6% |
| 3M | -12.1% | +7.3% | -19.4% | -12.5% |
| 6M | -15.0% | +3.6% | -18.5% | -15.2% |
| YTD | -4.5% | +19.4% | -23.9% | -5.5% |
| 1Y | +6.2% | +21.4% | -15.2% | +4.9% |
| 3Y | +99.9% | +32.8% | +67.1% | +95.5% |
| 5Y | +131.4% | +152.0% | -20.5% | +116.1% |
| All | +421.1% | +6.5% | +414.6% | +337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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