+337.5%
AMD vs RCL
+249.6%
+87.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.8% |
| 7D | +2.6% | -5.1% | +7.7% | +5.0% |
| 30D | -0.9% | -19.0% | +18.1% | +8.8% |
| 3M | -8.7% | -9.6% | +0.9% | -5.3% |
| 6M | +136.3% | -6.7% | +143.0% | +140.3% |
| YTD | +123.0% | -3.9% | +126.9% | +119.3% |
| 1Y | +195.2% | -25.1% | +220.3% | +222.9% |
| 3Y | +336.3% | +179.1% | +157.2% | +142.7% |
| All | +337.5% | +249.6% | +87.9% | +103.1% |
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 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