-6.8%
AVGO vs RCL
+27.6%
-34.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -3.0% |
| 7D | -7.5% | +11.7% | -19.2% | -9.2% |
| 30D | -10.2% | +21.1% | -31.3% | -13.1% |
| 3M | -22.0% | +2.9% | -24.9% | -22.7% |
| 6M | -21.6% | +29.8% | -51.4% | -25.0% |
| YTD | -5.4% | +21.4% | -26.9% | -7.9% |
| 1Y | -6.8% | +32.0% | -38.9% | -8.2% |
| All | -6.8% | +27.6% | -34.4% | -8.2% |
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 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