+151.8%
ACN vs RCL
+338.4%
-186.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.5% | -0.7% |
| 7D | -5.7% | -0.2% | -5.5% | -5.7% |
| 30D | +17.0% | +14.4% | +2.7% | +14.0% |
| 3M | +39.9% | +5.2% | +34.7% | +38.1% |
| 6M | +50.2% | +26.1% | +24.1% | +42.5% |
| YTD | -4.2% | +17.4% | -21.5% | -8.8% |
| 1Y | +4.3% | +24.7% | -20.4% | -2.0% |
| 3Y | -17.1% | +250.9% | -268.0% | -37.3% |
| 5Y | -26.5% | +293.8% | -320.3% | -48.1% |
| All | +151.8% | +338.4% | -186.6% | +68.3% |
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