+5,775.6%
RCL vs WM
+3,113.1%
+2,662.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +5.7% |
| 7D | +11.7% | +5.9% | +5.8% | +9.2% |
| 30D | +21.1% | +15.4% | +5.7% | +14.1% |
| 3M | +2.9% | +6.3% | -3.5% | 0.0% |
| 6M | +29.8% | +5.6% | +24.2% | +25.8% |
| YTD | +21.4% | +9.9% | +11.5% | +14.9% |
| 1Y | +32.0% | +20.8% | +11.2% | +20.1% |
| 3Y | +273.1% | +48.5% | +224.6% | +209.6% |
| 5Y | +288.4% | +60.6% | +227.8% | +210.3% |
| 10Y | +397.4% | +349.8% | +47.6% | +174.7% |
| All | +5,775.6% | +3,113.1% | +2,662.5% | +2,192.3% |
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