+380.4%
RCL vs WMB
+267.1%
+113.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.5% |
| 7D | +6.5% | -13.8% | +20.3% | +16.6% |
| 30D | +15.9% | -10.3% | +26.2% | +23.0% |
| 3M | +2.7% | -10.1% | +12.7% | +8.1% |
| 6M | +15.2% | -11.8% | +27.1% | +21.1% |
| YTD | +19.2% | +8.9% | +10.3% | +6.2% |
| 1Y | +31.6% | +14.0% | +17.6% | +13.0% |
| 3Y | +274.2% | +100.5% | +173.7% | +106.1% |
| 5Y | +250.1% | +179.5% | +70.6% | +47.0% |
| All | +380.4% | +267.1% | +113.3% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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