+208.1%
C vs RCL
+266.4%
-58.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | -2.4% | +6.5% | -8.9% | -4.5% |
| 30D | -6.0% | +15.9% | -21.9% | -10.6% |
| 3M | -10.5% | +2.7% | -13.2% | -11.7% |
| 6M | -5.7% | +15.2% | -20.9% | -11.2% |
| YTD | +4.1% | +19.2% | -15.1% | -4.9% |
| 1Y | +20.5% | +31.6% | -11.1% | +5.5% |
| 3Y | +208.1% | +274.2% | -66.1% | +84.8% |
| All | +208.1% | +266.4% | -58.3% | +84.8% |
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