+6,406.4%
AMD vs RCL
+326.6%
+6,079.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +2.6% | -5.1% | +7.7% | +4.2% |
| 30D | -0.9% | -19.0% | +18.1% | +5.7% |
| 3M | -8.7% | -9.6% | +0.9% | -6.3% |
| 6M | +136.3% | -6.7% | +143.0% | +139.7% |
| YTD | +123.0% | -3.9% | +126.9% | +121.6% |
| 1Y | +195.2% | -25.1% | +220.3% | +214.4% |
| 3Y | +336.3% | +179.1% | +157.2% | +207.9% |
| 5Y | +334.5% | +243.3% | +91.2% | +176.7% |
| All | +6,406.4% | +326.6% | +6,079.8% | +3,534.5% |
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 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