+46.9%
CVX vs RCL
+25.0%
+21.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.7% |
| 7D | +3.4% | -1.2% | +4.6% | +3.2% |
| 30D | -1.0% | +17.8% | -18.8% | +2.6% |
| 3M | +12.2% | +4.9% | +7.3% | +13.9% |
| 6M | +20.3% | +23.7% | -3.4% | +26.4% |
| YTD | +48.3% | +17.8% | +30.5% | +54.6% |
| 1Y | +46.9% | +28.9% | +18.0% | +52.3% |
| All | +46.9% | +25.0% | +21.9% | +52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling