+34.5%
BABA vs RCL
+261.4%
-226.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.8% | +3.1% |
| 7D | +8.6% | +3.9% | +4.6% | +8.0% |
| 30D | -1.1% | +11.8% | -12.8% | -2.6% |
| 3M | -15.9% | -0.8% | -15.1% | -15.9% |
| 6M | -17.5% | +23.6% | -41.2% | -20.3% |
| YTD | -25.6% | +17.6% | -43.2% | -28.0% |
| 1Y | -33.8% | +28.3% | -62.1% | -36.9% |
| All | +34.5% | +261.4% | -226.9% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling