+93.1%
BKNG vs RCL
+223.1%
-130.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -10.7% | -2.5% | -8.2% | -9.7% |
| 30D | -18.1% | -15.7% | -2.4% | -12.4% |
| 3M | +8.5% | -3.6% | +12.1% | +10.1% |
| 6M | -0.1% | -8.7% | +8.6% | +2.7% |
| YTD | -18.2% | -6.2% | -12.1% | -18.1% |
| 1Y | -19.9% | -22.9% | +3.0% | -13.7% |
| 3Y | +41.6% | +173.6% | -132.0% | -13.7% |
| 5Y | +93.1% | +226.6% | -133.4% | +7.4% |
| All | +93.1% | +223.1% | -130.0% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling