+773.0%
RCL vs WU
-19.6%
+792.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.5% |
| 7D | -5.1% | -0.8% | -4.3% | -4.6% |
| 30D | -19.0% | -1.1% | -17.9% | -18.6% |
| 3M | -9.6% | -3.9% | -5.7% | -10.4% |
| 6M | -6.7% | -20.7% | +14.0% | +4.3% |
| YTD | -3.9% | -18.4% | +14.4% | +5.0% |
| 1Y | -25.1% | -8.1% | -17.0% | -26.3% |
| 3Y | +179.1% | -24.2% | +203.3% | +198.6% |
| 5Y | +243.3% | -50.4% | +293.8% | +386.8% |
| 10Y | +325.8% | -40.0% | +365.8% | +429.6% |
| All | +773.0% | -19.6% | +792.6% | +745.7% |
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