+87.5%
AMZN vs RCL
+178.0%
-90.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -3.0% | -5.1% | +2.1% | -1.6% |
| 30D | -5.2% | -19.0% | +13.8% | +0.3% |
| 3M | +1.9% | -9.6% | +11.4% | +4.1% |
| 6M | +19.2% | -6.7% | +25.9% | +20.0% |
| YTD | +12.0% | -3.9% | +15.9% | +10.0% |
| 1Y | +9.7% | -25.1% | +34.8% | +16.7% |
| All | +87.5% | +178.0% | -90.5% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling