+5,893.7%
RCL vs WY
+275.0%
+5,618.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.2% | +2.3% |
| 7D | +8.5% | +0.2% | +8.3% | +8.3% |
| 30D | +20.4% | +8.0% | +12.4% | +14.4% |
| 3M | +11.0% | -17.7% | +28.7% | +24.2% |
| 6M | +24.9% | -10.8% | +35.6% | +32.0% |
| YTD | +23.9% | -10.6% | +34.5% | +29.7% |
| 1Y | +30.8% | -5.7% | +36.5% | +32.5% |
| 3Y | +270.4% | -24.8% | +295.2% | +320.3% |
| 5Y | +296.1% | -31.7% | +327.8% | +379.8% |
| 10Y | +375.0% | +2.9% | +372.1% | +346.7% |
| All | +5,893.7% | +275.0% | +5,618.7% | +2,972.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling