+241.9%
RCL vs WING
-23.4%
+265.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | -2.5% | +1.3% | -0.7% |
| 30D | +17.8% | +29.5% | -11.7% | +10.8% |
| 3M | +4.9% | +40.2% | -35.2% | -3.7% |
| 6M | +23.7% | +32.7% | -9.0% | +14.2% |
| YTD | +17.8% | -32.8% | +50.6% | +25.3% |
| 1Y | +28.9% | -31.7% | +60.6% | +36.2% |
| 3Y | +241.9% | -24.7% | +266.6% | +160.9% |
| All | +241.9% | -23.4% | +265.3% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling