+629.7%
AMZN vs RCL
+381.8%
+247.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +8.0% | +8.5% | -0.5% | +6.4% |
| 30D | +3.2% | +20.4% | -17.2% | -0.4% |
| 3M | -2.6% | +11.0% | -13.6% | -4.7% |
| 6M | -0.7% | +24.9% | -25.5% | -5.2% |
| YTD | +17.4% | +23.9% | -6.5% | +10.9% |
| 1Y | +9.0% | +30.8% | -21.8% | +1.8% |
| 3Y | +88.7% | +270.4% | -181.7% | +44.7% |
| 5Y | +55.6% | +296.1% | -240.5% | +12.4% |
| 10Y | +629.7% | +375.0% | +254.7% | +475.4% |
| All | +629.7% | +381.8% | +247.9% | +475.4% |
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