+274.2%
RCL vs WU
-21.7%
+295.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +1.8% |
| 7D | +6.5% | +11.7% | -5.2% | +3.7% |
| 30D | +15.9% | +12.6% | +3.3% | +12.5% |
| 3M | +2.7% | -0.5% | +3.2% | +2.5% |
| 6M | +15.2% | -18.2% | +33.4% | +20.1% |
| YTD | +19.2% | -19.0% | +38.2% | +24.5% |
| 1Y | +31.6% | -16.7% | +48.3% | +35.9% |
| 3Y | +274.2% | -21.0% | +295.2% | +285.3% |
| All | +274.2% | -21.7% | +295.9% | +285.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling