+4,549.4%
RCL vs WSM
+49,949.2%
-45,399.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.8% |
| 7D | -5.1% | -3.3% | -1.8% | -4.1% |
| 30D | -19.0% | -8.4% | -10.6% | -16.7% |
| 3M | -9.6% | +9.7% | -19.2% | -12.1% |
| 6M | -6.7% | +16.7% | -23.4% | -10.9% |
| YTD | -3.9% | +28.7% | -32.6% | -11.2% |
| 1Y | -25.1% | +13.7% | -38.7% | -28.2% |
| 3Y | +179.1% | +230.1% | -51.0% | +82.4% |
| 5Y | +243.3% | +179.0% | +64.4% | +131.0% |
| 10Y | +325.8% | +1,002.5% | -676.8% | +77.2% |
| All | +4,549.4% | +49,949.2% | -45,399.8% | +1,065.0% |
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