+379.0%
RCL vs WING
+742.9%
-363.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.4% | -5.4% | +0.6% |
| 7D | +5.0% | +8.6% | -3.6% | +2.5% |
| 30D | +19.4% | +44.8% | -25.4% | +6.8% |
| 3M | +5.9% | +51.9% | -46.0% | -7.3% |
| 6M | +23.8% | +37.2% | -13.4% | +10.4% |
| YTD | +22.8% | -25.3% | +48.1% | +28.3% |
| 1Y | +34.3% | -25.1% | +59.4% | +39.7% |
| 3Y | +276.4% | -12.9% | +289.3% | +245.8% |
| 5Y | +281.6% | +12.0% | +269.6% | +198.3% |
| 10Y | +379.0% | +716.5% | -337.5% | +132.9% |
| All | +379.0% | +742.9% | -363.9% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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