+175.6%
RCL vs WMB
+140.5%
+35.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -5.1% | +0.6% | -5.7% | -5.3% |
| 30D | -19.0% | +3.3% | -22.3% | -20.0% |
| 3M | -9.6% | +3.1% | -12.7% | -11.2% |
| 6M | -6.7% | -0.7% | -6.0% | -7.5% |
| YTD | -3.9% | +25.2% | -29.1% | -15.7% |
| 1Y | -25.1% | +32.9% | -58.0% | -36.9% |
| All | +175.6% | +140.5% | +35.1% | +79.2% |
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