+1,580.2%
BE vs RCL
+178.0%
+1,402.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.5% | +7.4% |
| 7D | +20.0% | -5.1% | +25.1% | +22.1% |
| 30D | +7.9% | -19.0% | +26.9% | +15.8% |
| 3M | -13.2% | -9.6% | -3.6% | -10.4% |
| 6M | +53.5% | -6.7% | +60.2% | +55.9% |
| YTD | +191.0% | -3.9% | +194.9% | +184.7% |
| 1Y | +360.5% | -25.1% | +385.6% | +399.3% |
| All | +1,580.2% | +178.0% | +1,402.2% | +641.4% |
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