+28.5%
BMY vs RCL
+278.1%
-249.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.2% |
| 7D | -1.4% | +5.0% | -6.4% | -1.6% |
| 30D | +5.1% | +19.4% | -14.3% | +4.2% |
| 3M | -3.0% | +5.9% | -8.9% | -3.4% |
| 6M | +13.1% | +23.8% | -10.7% | +11.7% |
| YTD | +20.3% | +22.8% | -2.5% | +18.7% |
| 1Y | +39.0% | +34.3% | +4.8% | +36.6% |
| 3Y | +42.0% | +276.4% | -234.4% | +35.2% |
| 5Y | +28.5% | +281.6% | -253.0% | +20.7% |
| All | +28.5% | +278.1% | -249.6% | +20.7% |
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