+1,025.4%
RCL vs WU
-19.5%
+1,044.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.1% |
| 7D | +8.5% | +11.0% | -2.5% | +0.9% |
| 30D | +20.4% | +13.4% | +7.0% | +10.2% |
| 3M | +11.0% | +2.2% | +8.8% | +7.9% |
| 6M | +24.9% | -18.2% | +43.1% | +36.3% |
| YTD | +23.9% | -18.3% | +42.1% | +33.8% |
| 1Y | +30.8% | -12.2% | +43.0% | +34.0% |
| 3Y | +270.4% | -20.8% | +291.2% | +283.5% |
| 5Y | +296.1% | -42.6% | +338.7% | +400.4% |
| 10Y | +375.0% | -35.5% | +410.5% | +456.3% |
| All | +1,025.4% | -19.5% | +1,044.9% | +978.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling