+238.8%
RCL vs WWD
+192.1%
+46.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +1.0% |
| 7D | -0.5% | +0.8% | -1.3% | -1.0% |
| 30D | -17.3% | -6.4% | -10.9% | -14.0% |
| 3M | -2.8% | -5.6% | +2.9% | -0.6% |
| 6M | -4.4% | -9.1% | +4.7% | +0.3% |
| YTD | -4.2% | +12.5% | -16.7% | -14.2% |
| 1Y | -23.4% | +41.3% | -64.7% | -42.1% |
| 3Y | +179.4% | +170.2% | +9.2% | +22.9% |
| 5Y | +238.8% | +192.5% | +46.3% | +32.6% |
| All | +238.8% | +192.1% | +46.7% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling