+216.5%
AZN vs RCL
+346.0%
-129.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -1.6% | -1.9% | +0.3% | -1.4% |
| 30D | +1.1% | -15.5% | +16.6% | +2.1% |
| 3M | -12.1% | -9.7% | -2.5% | -11.6% |
| 6M | -17.1% | -8.7% | -8.4% | -16.9% |
| YTD | -12.0% | -5.8% | -6.2% | -12.1% |
| 1Y | -0.2% | -24.5% | +24.2% | +0.9% |
| 3Y | +26.8% | +173.9% | -147.1% | +17.0% |
| 5Y | +56.9% | +228.0% | -171.1% | +40.1% |
| All | +216.5% | +346.0% | -129.5% | +168.9% |
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