+5,601.3%
RCL vs WSM
+55,978.9%
-50,377.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.1% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | +17.8% | +5.1% | +12.8% | +16.1% |
| 3M | +4.9% | +5.1% | -0.2% | +3.2% |
| 6M | +23.7% | +48.6% | -24.9% | +9.0% |
| YTD | +17.8% | +44.2% | -26.4% | +4.9% |
| 1Y | +28.9% | +38.1% | -9.2% | +16.4% |
| 3Y | +241.9% | +257.2% | -15.3% | +118.5% |
| 5Y | +295.4% | +165.1% | +130.3% | +170.5% |
| 10Y | +344.1% | +1,123.6% | -779.4% | +78.8% |
| All | +5,601.3% | +55,978.9% | -50,377.6% | +1,276.5% |
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