+29.4%
BAC vs RCL
-23.8%
+53.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | 0.0% |
| 7D | +1.1% | -5.1% | +6.2% | +1.9% |
| 30D | -0.4% | -19.0% | +18.6% | +3.0% |
| 3M | +16.9% | -9.6% | +26.5% | +18.3% |
| 6M | +26.6% | -6.7% | +33.3% | +26.9% |
| YTD | +15.8% | -3.9% | +19.7% | +15.3% |
| All | +29.4% | -23.8% | +53.2% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling