+296.1%
RCL vs WSM
+182.7%
+113.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +8.5% | +3.1% | +5.4% | +7.1% |
| 30D | +20.4% | +8.5% | +11.9% | +16.3% |
| 3M | +11.0% | +4.6% | +6.4% | +8.7% |
| 6M | +24.9% | +44.5% | -19.7% | +6.5% |
| YTD | +23.9% | +48.4% | -24.6% | +4.5% |
| 1Y | +30.8% | +36.2% | -5.4% | +14.4% |
| 3Y | +270.4% | +268.8% | +1.6% | +92.5% |
| 5Y | +296.1% | +185.2% | +110.9% | +98.2% |
| All | +296.1% | +182.7% | +113.4% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling