+88.7%
ACN vs RCL
+344.6%
-255.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.9% | -4.1% |
| 7D | -4.8% | -0.5% | -4.4% | -4.7% |
| 30D | +1.9% | -17.3% | +19.2% | +5.5% |
| 3M | +3.9% | -2.8% | +6.6% | +3.9% |
| 6M | -15.0% | -4.4% | -10.6% | -15.2% |
| YTD | -31.9% | -4.2% | -27.7% | -32.5% |
| 1Y | -28.5% | -23.4% | -5.1% | -26.2% |
| 3Y | -41.9% | +179.4% | -221.3% | -54.1% |
| 5Y | -42.9% | +238.8% | -281.6% | -58.4% |
| 10Y | +88.7% | +350.2% | -261.5% | +26.1% |
| All | +88.7% | +344.6% | -255.9% | +26.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling