+238.8%
RCL vs WY
-21.5%
+260.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.6% |
| 7D | -0.5% | -2.1% | +1.6% | +0.8% |
| 30D | -17.3% | -10.5% | -6.9% | -11.5% |
| 3M | -2.8% | -4.9% | +2.1% | -0.2% |
| 6M | -4.4% | -4.9% | +0.5% | -1.9% |
| YTD | -4.2% | -1.7% | -2.5% | -4.8% |
| 1Y | -23.4% | -9.4% | -14.0% | -19.7% |
| 3Y | +179.4% | -22.3% | +201.7% | +212.8% |
| 5Y | +238.8% | -20.5% | +259.3% | +301.4% |
| All | +238.8% | -21.5% | +260.3% | +301.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling