+2,300.3%
AVGO vs RCL
+396.5%
+1,903.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.0% | +5.8% | +8.0% |
| 7D | -0.9% | +5.0% | -5.8% | -2.1% |
| 30D | -11.6% | +19.4% | -31.0% | -15.6% |
| 3M | -25.2% | +5.9% | -31.1% | -26.5% |
| 6M | -25.4% | +23.8% | -49.2% | -30.0% |
| YTD | -7.2% | +22.8% | -30.0% | -13.8% |
| 1Y | -7.9% | +34.3% | -42.2% | -16.9% |
| 3Y | +262.1% | +276.4% | -14.3% | +148.9% |
| 5Y | +525.7% | +281.6% | +244.1% | +306.7% |
| 10Y | +2,300.3% | +379.0% | +1,921.3% | +1,260.3% |
| All | +2,300.3% | +396.5% | +1,903.8% | +1,260.3% |
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