+1,495.2%
BA vs RCL
+5,591.8%
-4,096.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.5% |
| 7D | -0.1% | +3.9% | -4.0% | -1.4% |
| 30D | -9.1% | +11.8% | -20.9% | -12.7% |
| 3M | -28.2% | -0.8% | -27.3% | -28.5% |
| 6M | -23.1% | +23.6% | -46.7% | -29.4% |
| YTD | -20.6% | +17.6% | -38.2% | -27.2% |
| 1Y | -12.7% | +28.3% | -41.0% | -22.6% |
| 3Y | -11.6% | +261.4% | -273.0% | -46.3% |
| 5Y | -23.1% | +245.3% | -268.5% | -55.4% |
| 10Y | +34.4% | +381.8% | -347.4% | -36.0% |
| All | +1,495.2% | +5,591.8% | -4,096.6% | +267.6% |
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