+5,571.6%
ANET vs RCL
+446.0%
+5,125.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +3.0% | -0.5% | +3.5% | +3.1% |
| 30D | +3.3% | -17.3% | +20.7% | +7.8% |
| 3M | +24.7% | -2.8% | +27.4% | +24.9% |
| 6M | +46.7% | -4.4% | +51.1% | +46.6% |
| YTD | +48.8% | -4.2% | +53.0% | +47.2% |
| 1Y | +39.2% | -23.4% | +62.6% | +44.3% |
| 3Y | +296.9% | +179.4% | +117.5% | +206.1% |
| 5Y | +767.5% | +238.8% | +528.8% | +513.5% |
| 10Y | +3,734.5% | +350.2% | +3,384.3% | +2,159.4% |
| All | +5,571.6% | +446.0% | +5,125.5% | +3,191.2% |
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