+564.1%
AMZN vs RCL
+341.7%
+222.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | -1.0% | -2.2% | +1.2% | -0.6% |
| 30D | -9.2% | -15.7% | +6.4% | -6.3% |
| 3M | +3.4% | -8.0% | +11.3% | +4.7% |
| 6M | +18.2% | -10.1% | +28.4% | +19.8% |
| YTD | +9.3% | -5.9% | +15.2% | +9.0% |
| 1Y | +5.9% | -23.5% | +29.4% | +9.3% |
| 3Y | +82.6% | +174.4% | -91.8% | +48.5% |
| 5Y | +44.9% | +227.1% | -182.3% | +9.6% |
| 10Y | +564.1% | +342.5% | +221.6% | +454.8% |
| All | +564.1% | +341.7% | +222.4% | +454.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling