+293.8%
RCL vs WMB
+201.0%
+92.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.3% |
| 7D | -0.2% | +8.1% | -8.3% | -3.5% |
| 30D | +14.4% | -6.9% | +21.3% | +17.2% |
| 3M | +5.2% | -5.1% | +10.3% | +6.5% |
| 6M | +26.1% | -5.7% | +31.8% | +26.7% |
| YTD | +17.4% | +18.1% | -0.7% | +2.3% |
| 1Y | +24.7% | +18.4% | +6.3% | +8.2% |
| 3Y | +250.9% | +122.7% | +128.2% | +101.1% |
| 5Y | +293.8% | +202.0% | +91.8% | +98.1% |
| All | +293.8% | +201.0% | +92.8% | +98.1% |
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