+691.7%
AVGO vs RCL
+249.6%
+442.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.0% | -5.1% | +2.1% | -1.4% |
| 30D | -14.4% | -19.0% | +4.6% | -8.8% |
| 3M | -14.4% | -9.6% | -4.9% | -12.1% |
| 6M | +13.1% | -6.7% | +19.8% | +14.2% |
| YTD | +3.8% | -3.9% | +7.7% | +2.5% |
| 1Y | +17.8% | -25.1% | +42.9% | +25.0% |
| 3Y | +325.3% | +179.1% | +146.1% | +192.2% |
| All | +691.7% | +249.6% | +442.1% | +392.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling