+418.8%
BE vs RCL
-24.0%
+442.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +9.9% | +9.7% |
| 7D | +29.8% | -0.5% | +30.2% | +29.8% |
| 30D | +26.4% | -17.3% | +43.7% | +28.5% |
| 3M | +9.3% | -2.8% | +12.1% | +10.2% |
| 6M | +105.1% | -4.4% | +109.4% | +106.8% |
| YTD | +219.0% | -4.2% | +223.2% | +225.2% |
| 1Y | +418.8% | -23.4% | +442.1% | +385.2% |
| All | +418.8% | -24.0% | +442.8% | +385.2% |
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