+5.9%
AMZN vs RCL
-24.5%
+30.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.5% |
| 7D | -1.0% | -2.2% | +1.2% | -0.7% |
| 30D | -9.2% | -15.7% | +6.4% | -7.3% |
| 3M | +3.4% | -8.0% | +11.3% | +4.2% |
| 6M | +18.2% | -10.1% | +28.4% | +18.7% |
| YTD | +9.3% | -5.9% | +15.2% | +8.8% |
| 1Y | +5.9% | -23.5% | +29.4% | +4.5% |
| All | +5.9% | -24.5% | +30.4% | +4.5% |
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