+109.0%
AAPL vs RCL
+234.0%
-125.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.7% | -0.5% | -2.3% | -2.6% |
| 30D | +1.0% | -17.3% | +18.4% | +5.5% |
| 3M | +5.0% | -2.8% | +7.7% | +5.1% |
| 6M | +23.0% | -4.4% | +27.4% | +23.0% |
| YTD | +16.6% | -4.2% | +20.8% | +15.5% |
| 1Y | +33.4% | -23.4% | +56.8% | +38.9% |
| 3Y | +79.9% | +179.4% | -99.5% | +33.3% |
| 5Y | +109.0% | +238.8% | -129.7% | +40.2% |
| All | +109.0% | +234.0% | -125.0% | +40.2% |
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