+234.8%
RCL vs WMB
+275.1%
-40.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -5.1% | +0.6% | -5.7% | -5.4% |
| 30D | -19.0% | +3.3% | -22.3% | -20.5% |
| 3M | -9.6% | +3.1% | -12.7% | -11.8% |
| 6M | -6.7% | -0.7% | -6.0% | -7.9% |
| YTD | -3.9% | +25.2% | -29.1% | -17.5% |
| 1Y | -25.1% | +32.9% | -58.0% | -38.4% |
| 3Y | +179.1% | +140.6% | +38.6% | +56.8% |
| All | +234.8% | +275.1% | -40.3% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling