+264,716.1%
AMZN vs RCL
+2,809.7%
+261,906.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | +7.9% | +6.5% | +1.4% | +6.1% |
| 30D | -0.2% | +15.9% | -16.1% | -4.2% |
| 3M | -4.8% | +2.7% | -7.4% | -5.8% |
| 6M | -5.7% | +15.2% | -20.9% | -10.0% |
| YTD | +12.3% | +19.2% | -6.9% | +4.6% |
| 1Y | +6.7% | +31.6% | -24.9% | -3.6% |
| 3Y | +85.6% | +274.2% | -188.6% | +23.7% |
| 5Y | +47.4% | +250.1% | -202.7% | -5.1% |
| 10Y | +586.8% | +388.4% | +198.4% | +219.1% |
| All | +264,716.1% | +2,809.7% | +261,906.4% | +35,519.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling