+375.0%
RCL vs WWD
+460.9%
-85.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | +8.5% | +0.4% | +8.1% | +7.8% |
| 30D | +20.4% | -0.4% | +20.8% | +19.8% |
| 3M | +11.0% | -6.1% | +17.1% | +15.1% |
| 6M | +24.9% | -9.5% | +34.4% | +31.2% |
| YTD | +23.9% | +10.8% | +13.1% | +7.5% |
| 1Y | +30.8% | +23.5% | +7.3% | +2.7% |
| 3Y | +270.4% | +151.3% | +119.1% | +48.0% |
| 5Y | +296.1% | +187.8% | +108.3% | +36.8% |
| 10Y | +375.0% | +461.1% | -86.1% | +19.3% |
| All | +375.0% | +460.9% | -85.9% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling