+138.1%
AAPL vs RCL
+278.1%
-140.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +1.7% |
| 7D | +3.7% | +5.0% | -1.3% | +2.5% |
| 30D | +4.2% | +19.4% | -15.2% | -0.1% |
| 3M | +12.0% | +5.9% | +6.1% | +10.2% |
| 6M | +19.8% | +23.8% | -4.0% | +12.9% |
| YTD | +29.3% | +22.8% | +6.5% | +20.5% |
| 1Y | +31.1% | +34.3% | -3.2% | +19.0% |
| 3Y | +94.9% | +276.4% | -181.6% | +33.8% |
| 5Y | +138.1% | +281.6% | -143.5% | +58.5% |
| All | +138.1% | +278.1% | -140.1% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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