-25.1%
RCL vs WSM
+19.9%
-45.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -1.4% |
| 7D | -5.1% | -3.3% | -1.8% | -3.1% |
| 30D | -19.0% | -8.4% | -10.6% | -14.5% |
| 3M | -9.6% | +9.7% | -19.2% | -14.6% |
| 6M | -6.7% | +16.7% | -23.4% | -15.8% |
| YTD | -3.9% | +28.7% | -32.6% | -15.8% |
| 1Y | -25.1% | +13.7% | -38.7% | -33.4% |
| All | -25.1% | +19.9% | -45.0% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling