-16.5%
BSX vs RCL
+180.0%
-196.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.9% |
| 7D | -6.4% | -0.5% | -6.0% | -6.4% |
| 30D | -8.8% | -17.3% | +8.6% | -6.4% |
| 3M | -7.6% | -2.8% | -4.9% | -7.5% |
| 6M | -37.0% | -4.4% | -32.6% | -37.0% |
| YTD | -52.8% | -4.2% | -48.7% | -53.3% |
| 1Y | -58.4% | -23.4% | -35.0% | -57.1% |
| 3Y | -16.5% | +179.4% | -195.9% | -31.2% |
| All | -16.5% | +180.0% | -196.5% | -31.2% |
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