+5,669.9%
RCL vs WELL
+8,226.3%
-2,556.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.5% |
| 7D | +6.5% | +4.4% | +2.1% | +3.8% |
| 30D | +15.9% | +10.8% | +5.1% | +8.3% |
| 3M | +2.7% | +4.2% | -1.5% | -0.3% |
| 6M | +15.2% | +14.0% | +1.2% | +4.5% |
| YTD | +19.2% | +33.4% | -14.2% | -2.9% |
| 1Y | +31.6% | +32.4% | -0.8% | +7.2% |
| 3Y | +274.2% | +194.7% | +79.4% | +77.5% |
| 5Y | +250.1% | +226.5% | +23.6% | +52.5% |
| 10Y | +388.4% | +429.8% | -41.4% | +57.8% |
| All | +5,669.9% | +8,226.3% | -2,556.3% | +616.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 all: compounded portfolio wealth divided by compounded WELL 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…
all analysis · Full analysis span regression · 6 months rolling