+3.5%
CCL vs RKT
-8.7%
+12.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.6% |
| 7D | -0.1% | +6.0% | -6.1% | -2.6% |
| 30D | -20.0% | +0.7% | -20.6% | -20.5% |
| 3M | -13.7% | +11.8% | -25.5% | -18.3% |
| 6M | -9.0% | -7.6% | -1.4% | -7.5% |
| YTD | -22.8% | -28.7% | +5.9% | -14.4% |
| 1Y | -25.3% | -32.6% | +7.3% | -16.2% |
| 3Y | +54.1% | +42.1% | +12.0% | +3.9% |
| 5Y | +3.5% | -7.2% | +10.6% | -22.6% |
| All | +3.5% | -8.7% | +12.1% | -22.6% |
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