+5,601.3%
RCL vs WY
+278.3%
+5,323.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.7% |
| 7D | -1.2% | -0.8% | -0.4% | -0.7% |
| 30D | +17.8% | +10.1% | +7.7% | +10.6% |
| 3M | +4.9% | -15.4% | +20.3% | +15.4% |
| 6M | +23.7% | -8.3% | +32.0% | +28.6% |
| YTD | +17.8% | -9.8% | +27.6% | +22.7% |
| 1Y | +28.9% | -3.9% | +32.8% | +29.0% |
| 3Y | +241.9% | -23.3% | +265.2% | +283.4% |
| 5Y | +295.4% | -31.2% | +326.6% | +376.7% |
| 10Y | +344.1% | +5.5% | +338.6% | +311.6% |
| All | +5,601.3% | +278.3% | +5,323.1% | +2,807.1% |
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