+2,755.4%
AVGO vs RCL
+344.6%
+2,410.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.0% |
| 7D | -0.3% | -0.5% | +0.1% | -0.2% |
| 30D | -13.8% | -17.3% | +3.5% | -9.6% |
| 3M | -6.9% | -2.8% | -4.2% | -6.6% |
| 6M | +11.9% | -4.4% | +16.3% | +12.2% |
| YTD | +6.9% | -4.2% | +11.1% | +6.0% |
| 1Y | +7.4% | -23.4% | +30.8% | +11.9% |
| 3Y | +345.6% | +179.4% | +166.2% | +231.7% |
| 5Y | +718.9% | +238.8% | +480.1% | +453.7% |
| 10Y | +2,755.4% | +350.2% | +2,405.2% | +1,742.5% |
| All | +2,755.4% | +344.6% | +2,410.8% | +1,742.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling