+5,893.7%
RCL vs WSM
+57,634.4%
-51,740.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +8.5% | +3.1% | +5.4% | +7.5% |
| 30D | +20.4% | +8.5% | +11.9% | +17.4% |
| 3M | +11.0% | +4.6% | +6.4% | +9.3% |
| 6M | +24.9% | +44.5% | -19.7% | +11.0% |
| YTD | +23.9% | +48.4% | -24.6% | +9.3% |
| 1Y | +30.8% | +36.2% | -5.4% | +18.6% |
| 3Y | +270.4% | +268.8% | +1.6% | +134.3% |
| 5Y | +296.1% | +185.2% | +110.9% | +164.7% |
| 10Y | +375.0% | +1,175.8% | -800.8% | +88.8% |
| All | +5,893.7% | +57,634.4% | -51,740.7% | +1,333.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling