+4,549.4%
RCL vs WY
+318.4%
+4,230.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.7% |
| 7D | -5.1% | -1.7% | -3.4% | -4.0% |
| 30D | -19.0% | -10.1% | -8.9% | -13.4% |
| 3M | -9.6% | -5.1% | -4.4% | -7.0% |
| 6M | -6.7% | -4.8% | -1.9% | -4.4% |
| YTD | -3.9% | -0.2% | -3.7% | -5.2% |
| 1Y | -25.1% | -6.6% | -18.5% | -23.0% |
| 3Y | +179.1% | -22.7% | +201.9% | +214.3% |
| 5Y | +243.3% | -22.2% | +265.5% | +285.5% |
| 10Y | +325.8% | +7.3% | +318.5% | +290.8% |
| All | +4,549.4% | +318.4% | +4,230.9% | +2,145.9% |
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