+240.5%
RCL vs WMB
+123.0%
+117.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.1% |
| 7D | -0.2% | +8.1% | -8.3% | -2.3% |
| 30D | +14.4% | -6.9% | +21.3% | +16.2% |
| 3M | +5.2% | -5.1% | +10.3% | +6.0% |
| 6M | +26.1% | -5.7% | +31.8% | +26.4% |
| YTD | +17.4% | +18.1% | -0.7% | +4.2% |
| 1Y | +24.7% | +18.4% | +6.3% | +10.2% |
| All | +240.5% | +123.0% | +117.6% | +135.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling