+4,549.4%
RCL vs WMB
+3,882.2%
+667.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.8% |
| 3M | -9.6% | +3.1% | -12.7% | -10.7% |
| 6M | -6.7% | -0.7% | -6.0% | -7.2% |
| YTD | -3.9% | +25.2% | -29.1% | -10.3% |
| 1Y | -25.1% | +32.9% | -58.0% | -31.2% |
| 3Y | +179.1% | +140.6% | +38.6% | +119.8% |
| 5Y | +243.3% | +273.5% | -30.1% | +142.2% |
| 10Y | +325.8% | +334.2% | -8.4% | +193.1% |
| All | +4,549.4% | +3,882.2% | +667.2% | +1,588.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling