+379.0%
RCL vs WMB
+267.9%
+111.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +0.6% |
| 7D | +5.0% | -6.7% | +11.6% | +9.2% |
| 30D | +19.4% | -8.6% | +27.9% | +25.2% |
| 3M | +5.9% | -4.9% | +10.9% | +7.5% |
| 6M | +23.8% | -6.3% | +30.1% | +24.8% |
| YTD | +22.8% | +13.0% | +9.8% | +6.8% |
| 1Y | +34.3% | +14.9% | +19.3% | +14.9% |
| 3Y | +276.4% | +113.4% | +163.1% | +98.6% |
| 5Y | +281.6% | +190.2% | +91.4% | +56.3% |
| 10Y | +379.0% | +259.9% | +119.2% | +40.8% |
| All | +379.0% | +267.9% | +111.1% | +40.8% |
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