+814.8%
RCL vs WPM
+5,248.7%
-4,433.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +5.9% | +1.7% |
| 7D | +8.5% | +16.4% | -7.8% | +5.7% |
| 30D | +20.4% | -1.5% | +21.9% | +20.6% |
| 3M | +11.0% | +2.6% | +8.4% | +9.9% |
| 6M | +24.9% | -1.3% | +26.2% | +24.0% |
| YTD | +23.9% | +16.8% | +7.1% | +18.8% |
| 1Y | +30.8% | +34.1% | -3.3% | +22.5% |
| 3Y | +270.4% | +225.1% | +45.3% | +193.7% |
| 5Y | +296.1% | +234.5% | +61.6% | +208.2% |
| 10Y | +375.0% | +674.1% | -299.1% | +202.9% |
| All | +814.8% | +5,248.7% | -4,433.9% | +269.8% |
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