-30.1%
BABA vs RCL
+278.1%
-308.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.0% | -6.7% | -4.5% |
| 7D | +3.8% | +5.0% | -1.1% | +2.5% |
| 30D | -5.4% | +19.4% | -24.8% | -9.7% |
| 3M | -17.9% | +5.9% | -23.9% | -19.6% |
| 6M | -24.1% | +23.8% | -47.9% | -29.0% |
| YTD | -27.4% | +22.8% | -50.3% | -33.0% |
| 1Y | -36.1% | +34.3% | -70.3% | -42.7% |
| 3Y | +35.4% | +276.4% | -241.1% | -18.9% |
| 5Y | -30.1% | +281.6% | -311.7% | -59.6% |
| All | -30.1% | +278.1% | -308.2% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling