+234.8%
RCL vs WING
-34.0%
+268.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.2% |
| 7D | -5.1% | -3.9% | -1.2% | -4.0% |
| 30D | -19.0% | -11.6% | -7.4% | -16.4% |
| 3M | -9.6% | -24.2% | +14.6% | -2.8% |
| 6M | -6.7% | -54.1% | +47.4% | +15.8% |
| YTD | -3.9% | -53.9% | +50.0% | +17.4% |
| 1Y | -25.1% | -64.4% | +39.3% | -1.4% |
| 3Y | +179.1% | -30.2% | +209.3% | +155.6% |
| All | +234.8% | -34.0% | +268.8% | +151.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling