+643.8%
AMZN vs RCL
+338.4%
+305.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.2% |
| 7D | +2.8% | -0.2% | +3.0% | +2.8% |
| 30D | +3.4% | +14.4% | -11.0% | +0.8% |
| 3M | +0.1% | +5.2% | -5.1% | -1.1% |
| 6M | +0.6% | +26.1% | -25.5% | -4.2% |
| YTD | +15.9% | +17.4% | -1.5% | +10.6% |
| 1Y | +9.5% | +24.7% | -15.2% | +3.1% |
| 3Y | +86.3% | +250.9% | -164.6% | +44.2% |
| 5Y | +51.7% | +293.8% | -242.1% | +10.0% |
| All | +643.8% | +338.4% | +305.5% | +480.1% |
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 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