+1,616.9%
BE vs RCL
+266.4%
+1,350.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +2.0% | +3.0% |
| 7D | -14.7% | +6.5% | -21.2% | -16.6% |
| 30D | -40.5% | +15.9% | -56.4% | -43.4% |
| 3M | -24.3% | +2.7% | -27.0% | -25.3% |
| 6M | -39.3% | +15.2% | -54.5% | -42.3% |
| YTD | +99.4% | +19.2% | +80.1% | +82.2% |
| 1Y | +26.6% | +31.6% | -5.0% | +11.1% |
| 3Y | +1,616.9% | +274.2% | +1,342.8% | +779.1% |
| All | +1,616.9% | +266.4% | +1,350.6% | +779.1% |
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