+6.7%
AMZN vs RCL
+27.6%
-20.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.4% | -0.3% | +5.1% |
| 7D | +4.5% | +11.7% | -7.2% | +2.6% |
| 30D | +5.8% | +21.1% | -15.3% | +2.6% |
| 3M | -4.1% | +2.9% | -7.0% | -5.0% |
| 6M | -2.2% | +29.8% | -32.0% | -6.4% |
| YTD | +15.3% | +21.4% | -6.2% | +9.6% |
| 1Y | +6.7% | +32.0% | -25.3% | -0.7% |
| All | +6.7% | +27.6% | -20.9% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling