+380.4%
RCL vs WM
+339.4%
+41.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +2.7% |
| 7D | +6.5% | +1.2% | +5.3% | +5.7% |
| 30D | +15.9% | +13.1% | +2.8% | +6.5% |
| 3M | +2.7% | +3.6% | -1.0% | -0.3% |
| 6M | +15.2% | +8.1% | +7.2% | +7.6% |
| YTD | +19.2% | +8.9% | +10.3% | +8.8% |
| 1Y | +31.6% | +20.3% | +11.3% | +11.4% |
| 3Y | +274.2% | +46.2% | +228.0% | +163.7% |
| 5Y | +250.1% | +59.9% | +190.2% | +123.3% |
| All | +380.4% | +339.4% | +41.0% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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