+983.4%
RCL vs WU
-20.2%
+1,003.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +2.7% |
| 7D | +6.5% | +11.7% | -5.2% | -1.3% |
| 30D | +15.9% | +12.6% | +3.3% | +6.4% |
| 3M | +2.7% | -0.5% | +3.2% | +1.7% |
| 6M | +15.2% | -18.2% | +33.4% | +25.8% |
| YTD | +19.2% | -19.0% | +38.2% | +29.6% |
| 1Y | +31.6% | -16.7% | +48.3% | +39.6% |
| 3Y | +274.2% | -21.0% | +295.2% | +288.0% |
| 5Y | +250.1% | -41.7% | +291.8% | +336.3% |
| 10Y | +388.4% | -35.0% | +423.4% | +468.2% |
| All | +983.4% | -20.2% | +1,003.6% | +943.9% |
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