+33.6%
CCL vs RKT
-2.0%
+35.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.6% | +1.8% |
| 7D | +5.8% | +4.6% | +1.2% | +3.9% |
| 30D | +17.3% | +25.9% | -8.6% | +6.3% |
| 3M | +11.3% | +5.0% | +6.3% | +8.1% |
| 6M | +18.5% | -7.9% | +26.4% | +20.1% |
| YTD | +2.8% | -25.4% | +28.2% | +11.3% |
| 1Y | +16.7% | -15.4% | +32.1% | +19.7% |
| 3Y | +146.0% | +83.3% | +62.7% | +42.6% |
| 5Y | +33.6% | -0.8% | +34.4% | +0.2% |
| All | +33.6% | -2.0% | +35.6% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling