+342.5%
RCL vs WPM
+523.6%
-181.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | -2.2% | +3.9% | -6.1% | -2.7% |
| 30D | -15.7% | +17.7% | -33.3% | -17.6% |
| 3M | -8.0% | +39.4% | -47.4% | -12.3% |
| 6M | -10.1% | +6.4% | -16.6% | -11.6% |
| YTD | -5.9% | +34.0% | -39.9% | -10.2% |
| 1Y | -23.5% | +50.5% | -74.0% | -28.2% |
| 3Y | +174.4% | +280.3% | -105.9% | +126.8% |
| 5Y | +227.1% | +266.3% | -39.2% | +166.7% |
| 10Y | +342.5% | +550.8% | -208.3% | +229.5% |
| All | +342.5% | +523.6% | -181.1% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling