+1,359.9%
BMY vs RCL
+5,811.4%
-4,451.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.5% | +0.3% |
| 7D | -2.0% | +0.6% | -2.6% | -2.1% |
| 30D | +9.3% | +19.4% | -10.2% | +6.8% |
| 3M | -0.1% | +9.8% | -9.9% | -1.4% |
| 6M | +15.5% | +28.6% | -13.2% | +11.3% |
| YTD | +21.8% | +22.2% | -0.3% | +17.4% |
| 1Y | +34.9% | +29.7% | +5.1% | +28.9% |
| 3Y | +43.2% | +265.3% | -222.1% | +17.3% |
| 5Y | +30.7% | +301.8% | -271.0% | +1.5% |
| 10Y | +59.3% | +360.5% | -301.2% | +8.5% |
| All | +1,359.9% | +5,811.4% | -4,451.5% | +510.7% |
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 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