+22.5%
BMY vs RCL
+180.0%
-157.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -3.3% | -0.5% | -2.9% | -3.3% |
| 30D | 0.0% | -17.3% | +17.3% | +1.4% |
| 3M | +17.7% | -2.8% | +20.5% | +17.8% |
| 6M | +9.6% | -4.4% | +14.0% | +9.7% |
| YTD | +24.0% | -4.2% | +28.2% | +23.7% |
| 1Y | +45.1% | -23.4% | +68.5% | +46.4% |
| 3Y | +22.5% | +179.4% | -156.9% | +14.3% |
| All | +22.5% | +180.0% | -157.5% | +14.3% |
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