+375.0%
RCL vs WU
-35.7%
+410.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.2% |
| 7D | +8.5% | +11.0% | -2.5% | +1.8% |
| 30D | +20.4% | +13.4% | +7.0% | +11.4% |
| 3M | +11.0% | +2.2% | +8.8% | +8.4% |
| 6M | +24.9% | -18.2% | +43.1% | +35.8% |
| YTD | +23.9% | -18.3% | +42.1% | +33.5% |
| 1Y | +30.8% | -12.2% | +43.0% | +34.1% |
| 3Y | +270.4% | -20.8% | +291.2% | +282.5% |
| 5Y | +296.1% | -42.6% | +338.7% | +406.7% |
| 10Y | +375.0% | -35.5% | +410.5% | +505.6% |
| All | +375.0% | -35.7% | +410.7% | +505.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling