+67.4%
CCL vs RKT
-11.2%
+78.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.4% |
| 7D | -4.4% | -1.0% | -3.4% | -4.2% |
| 30D | -18.2% | -2.4% | -15.8% | -17.8% |
| 3M | -17.7% | +1.9% | -19.6% | -18.5% |
| 6M | -13.0% | -13.9% | +0.9% | -10.2% |
| YTD | -24.5% | -30.6% | +6.2% | -18.3% |
| 1Y | -26.9% | -34.4% | +7.4% | -20.4% |
| 3Y | +50.8% | +38.2% | +12.6% | +28.0% |
| 5Y | -0.9% | -9.7% | +8.7% | -15.8% |
| All | +67.4% | -11.2% | +78.6% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling