-1.0%
BSX vs RCL
+233.3%
-234.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.7% | +0.2% |
| 7D | -7.0% | -2.2% | -4.9% | -6.7% |
| 30D | -10.9% | -15.7% | +4.8% | -8.4% |
| 3M | -8.2% | -8.0% | -0.2% | -7.2% |
| 6M | -37.5% | -10.1% | -27.3% | -36.9% |
| YTD | -52.8% | -5.9% | -47.0% | -53.2% |
| 1Y | -58.4% | -23.5% | -34.9% | -57.2% |
| 3Y | -16.5% | +174.4% | -190.9% | -33.6% |
| 5Y | -1.0% | +227.1% | -228.1% | -24.7% |
| All | -1.0% | +233.3% | -234.3% | -24.7% |
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