+1,434.7%
BMY vs RCL
+4,549.4%
-3,114.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.8% |
| 7D | +0.4% | -5.1% | +5.4% | +1.0% |
| 30D | +5.0% | -19.0% | +24.0% | +7.8% |
| 3M | +19.4% | -9.6% | +29.0% | +20.7% |
| 6M | +9.5% | -6.7% | +16.2% | +9.9% |
| YTD | +28.1% | -3.9% | +32.0% | +27.5% |
| 1Y | +50.0% | -25.1% | +75.1% | +53.7% |
| 3Y | +24.1% | +179.1% | -155.0% | +5.2% |
| 5Y | +25.0% | +243.3% | -218.3% | -1.1% |
| 10Y | +68.7% | +325.8% | -257.1% | +15.4% |
| All | +1,434.7% | +4,549.4% | -3,114.6% | +563.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling