+45.8%
AMZN vs RCL
+234.0%
-188.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | -6.4% | -17.3% | +11.0% | -0.9% |
| 3M | +4.8% | -2.8% | +7.5% | +5.1% |
| 6M | +20.5% | -4.4% | +24.9% | +20.6% |
| YTD | +11.3% | -4.2% | +15.5% | +9.6% |
| 1Y | +9.0% | -23.4% | +32.3% | +14.6% |
| 3Y | +85.9% | +179.4% | -93.5% | +23.5% |
| 5Y | +45.8% | +238.8% | -193.0% | -16.0% |
| All | +45.8% | +234.0% | -188.2% | -16.0% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling