+143.3%
DELL vs RCL
+27.6%
+115.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.4% | -15.2% | -9.8% |
| 7D | -24.6% | +11.7% | -36.3% | -26.2% |
| 30D | -32.5% | +21.1% | -53.6% | -34.9% |
| 3M | -20.2% | +2.9% | -23.1% | -21.2% |
| 6M | +76.5% | +29.8% | +46.7% | +67.7% |
| YTD | +198.9% | +21.4% | +177.5% | +180.6% |
| 1Y | +143.3% | +32.0% | +111.3% | +123.8% |
| All | +143.3% | +27.6% | +115.7% | +123.8% |
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