+245.3%
RCL vs WM
+62.1%
+183.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.5% |
| 7D | +3.9% | +4.5% | -0.6% | +2.4% |
| 30D | +11.8% | +16.1% | -4.3% | +6.0% |
| 3M | -0.8% | +8.0% | -8.9% | -3.7% |
| 6M | +23.6% | +8.4% | +15.2% | +19.3% |
| YTD | +17.6% | +11.2% | +6.4% | +10.8% |
| 1Y | +28.3% | +22.3% | +6.0% | +15.2% |
| 3Y | +261.4% | +50.2% | +211.2% | +188.4% |
| 5Y | +245.3% | +63.3% | +182.1% | +147.7% |
| All | +245.3% | +62.1% | +183.3% | +147.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling