+3.3%
AVGO vs RCL
+24.4%
-21.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.9% | +9.5% | +6.2% |
| 7D | +25.0% | -0.2% | +25.2% | +25.0% |
| 30D | +2.0% | +14.4% | -12.4% | -0.3% |
| 3M | -12.3% | +5.2% | -17.4% | -13.3% |
| 6M | -12.8% | +26.1% | -38.9% | -16.0% |
| YTD | +5.9% | +17.4% | -11.5% | +4.0% |
| 1Y | +3.3% | +24.7% | -21.3% | +3.2% |
| All | +3.3% | +24.4% | -21.0% | +3.2% |
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