+342.5%
RCL vs WU
-40.9%
+383.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -2.2% | -4.9% | +2.7% | +0.7% |
| 30D | -15.7% | -1.3% | -14.4% | -15.2% |
| 3M | -8.0% | -3.6% | -4.4% | -9.0% |
| 6M | -10.1% | -24.3% | +14.2% | +2.7% |
| YTD | -5.9% | -21.1% | +15.2% | +4.3% |
| 1Y | -23.5% | -10.3% | -13.2% | -23.6% |
| 3Y | +174.4% | -28.4% | +202.7% | +203.4% |
| 5Y | +227.1% | -51.2% | +278.3% | +375.9% |
| 10Y | +342.5% | -39.6% | +382.2% | +493.8% |
| All | +342.5% | -40.9% | +383.4% | +493.8% |
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