+1,241.8%
BSX vs RCL
+4,549.4%
-3,307.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +2.0% | -5.1% | +7.1% | +3.2% |
| 30D | +0.1% | -19.0% | +19.1% | +4.7% |
| 3M | -2.1% | -9.6% | +7.4% | -0.5% |
| 6M | -33.8% | -6.7% | -27.1% | -33.6% |
| YTD | -49.9% | -3.9% | -45.9% | -50.5% |
| 1Y | -55.4% | -25.1% | -30.4% | -53.8% |
| 3Y | -10.9% | +179.1% | -190.0% | -32.6% |
| 5Y | +6.4% | +243.3% | -236.9% | -27.4% |
| 10Y | +97.0% | +325.8% | -228.7% | +10.6% |
| All | +1,241.8% | +4,549.4% | -3,307.6% | +279.1% |
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