+5,811.4%
RCL vs WMB
+3,628.2%
+2,183.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.5% | -1.9% |
| 7D | +0.6% | +1.6% | -1.0% | +0.2% |
| 30D | +19.4% | -7.1% | +26.5% | +21.2% |
| 3M | +9.8% | -4.0% | +13.8% | +10.3% |
| 6M | +28.6% | -5.7% | +34.4% | +29.3% |
| YTD | +22.2% | +17.2% | +5.0% | +15.6% |
| 1Y | +29.7% | +17.2% | +12.5% | +22.6% |
| 3Y | +265.3% | +121.1% | +144.3% | +192.8% |
| 5Y | +301.8% | +197.2% | +104.6% | +199.3% |
| 10Y | +360.5% | +280.9% | +79.6% | +226.1% |
| All | +5,811.4% | +3,628.2% | +2,183.2% | +2,074.9% |
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