+31,416.6%
AVGO vs RCL
+1,937.1%
+29,479.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.0% | -5.1% | +2.1% | -1.5% |
| 30D | -14.4% | -19.0% | +4.6% | -9.1% |
| 3M | -14.4% | -9.6% | -4.9% | -12.3% |
| 6M | +13.1% | -6.7% | +19.8% | +14.2% |
| YTD | +3.8% | -3.9% | +7.7% | +2.7% |
| 1Y | +17.8% | -25.1% | +42.9% | +24.0% |
| 3Y | +325.3% | +179.1% | +146.1% | +201.7% |
| 5Y | +689.9% | +243.3% | +446.6% | +396.9% |
| 10Y | +2,597.0% | +325.8% | +2,271.2% | +1,177.0% |
| All | +31,416.6% | +1,937.1% | +29,479.5% | +7,547.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling