+6.5%
BSX vs RCL
+295.0%
-288.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +1.4% |
| 7D | +2.8% | +8.5% | -5.8% | +1.4% |
| 30D | +4.6% | +20.4% | -15.8% | +1.5% |
| 3M | -11.4% | +11.0% | -22.4% | -13.0% |
| 6M | -17.1% | +24.9% | -42.0% | -20.6% |
| YTD | -53.1% | +23.9% | -77.0% | -55.6% |
| 1Y | -55.7% | +30.8% | -86.5% | -58.5% |
| 3Y | -13.3% | +270.4% | -283.7% | -34.5% |
| All | +6.5% | +295.0% | -288.5% | -19.5% |
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