+234.8%
RCL vs WM
+52.1%
+182.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.3% |
| 7D | -5.1% | -0.3% | -4.8% | -5.0% |
| 30D | -19.0% | -2.4% | -16.6% | -18.4% |
| 3M | -9.6% | +0.4% | -10.0% | -10.2% |
| 6M | -6.7% | -9.5% | +2.8% | -3.6% |
| YTD | -3.9% | +0.5% | -4.4% | -6.0% |
| 1Y | -25.1% | -1.1% | -24.0% | -26.1% |
| 3Y | +179.1% | +46.0% | +133.1% | +125.2% |
| All | +234.8% | +52.1% | +182.7% | +168.2% |
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 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