+4,549.4%
RCL vs WM
+2,837.4%
+1,712.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | -5.1% | -0.3% | -4.8% | -5.0% |
| 30D | -19.0% | -2.4% | -16.6% | -18.3% |
| 3M | -9.6% | +0.4% | -10.0% | -10.2% |
| 6M | -6.7% | -9.5% | +2.8% | -3.7% |
| YTD | -3.9% | +0.5% | -4.4% | -5.5% |
| 1Y | -25.1% | -1.1% | -24.0% | -25.7% |
| 3Y | +179.1% | +46.0% | +133.1% | +133.2% |
| 5Y | +243.3% | +51.8% | +191.5% | +180.9% |
| 10Y | +325.8% | +307.5% | +18.3% | +145.3% |
| All | +4,549.4% | +2,837.4% | +1,712.0% | +1,786.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling