+977.1%
BE vs RCL
+155.3%
+821.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.1% |
| 7D | +23.9% | -2.2% | +26.1% | +25.2% |
| 30D | +27.8% | -15.7% | +43.5% | +37.9% |
| 3M | +3.7% | -8.0% | +11.7% | +7.1% |
| 6M | +78.0% | -10.1% | +88.1% | +83.6% |
| YTD | +209.9% | -5.9% | +215.8% | +204.5% |
| 1Y | +389.6% | -23.5% | +413.1% | +421.0% |
| 3Y | +1,730.6% | +174.4% | +1,556.2% | +925.0% |
| 5Y | +1,227.8% | +227.1% | +1,000.7% | +544.2% |
| All | +977.1% | +155.3% | +821.8% | +356.5% |
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