+221.9%
CVX vs RCL
+341.7%
-119.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.3% |
| 7D | +1.0% | -2.2% | +3.2% | +1.4% |
| 30D | +10.7% | -15.7% | +26.3% | +14.5% |
| 3M | +15.5% | -8.0% | +23.5% | +16.5% |
| 6M | +14.9% | -10.1% | +25.0% | +15.2% |
| YTD | +44.2% | -5.9% | +50.1% | +41.5% |
| 1Y | +43.5% | -23.5% | +67.0% | +46.9% |
| 3Y | +45.0% | +174.4% | -129.4% | +5.4% |
| 5Y | +172.2% | +227.1% | -55.0% | +76.5% |
| 10Y | +221.9% | +342.5% | -120.6% | +68.0% |
| All | +221.9% | +341.7% | -119.8% | +68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling