+609.6%
RCL vs WPM
+5,967.5%
-5,357.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | 0.0% |
| 7D | -5.1% | +1.1% | -6.2% | -5.3% |
| 30D | -19.0% | +26.4% | -45.4% | -22.4% |
| 3M | -9.6% | +20.8% | -30.4% | -12.9% |
| 6M | -6.7% | +1.1% | -7.8% | -7.5% |
| YTD | -3.9% | +32.5% | -36.4% | -9.5% |
| 1Y | -25.1% | +51.5% | -76.6% | -31.3% |
| 3Y | +179.1% | +267.0% | -87.9% | +117.1% |
| 5Y | +243.3% | +250.1% | -6.8% | +165.4% |
| 10Y | +325.8% | +540.4% | -214.6% | +180.0% |
| All | +609.6% | +5,967.5% | -5,357.9% | +181.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling