+29,187.4%
AVGO vs RCL
+2,526.2%
+26,661.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.1% | +3.7% |
| 7D | 0.0% | +8.5% | -8.6% | -2.3% |
| 30D | -8.2% | +20.4% | -28.6% | -13.0% |
| 3M | -21.3% | +11.0% | -32.3% | -23.9% |
| 6M | -22.5% | +24.9% | -47.4% | -28.0% |
| YTD | -3.6% | +23.9% | -27.4% | -11.6% |
| 1Y | -6.7% | +30.8% | -37.5% | -16.2% |
| 3Y | +258.1% | +270.4% | -12.3% | +133.9% |
| 5Y | +560.9% | +296.1% | +264.8% | +298.6% |
| 10Y | +2,475.6% | +375.0% | +2,100.6% | +1,098.4% |
| All | +29,187.4% | +2,526.2% | +26,661.2% | +6,483.5% |
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 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