+3,922.7%
DELL vs RCL
+344.1%
+3,578.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.1% | -5.3% |
| 7D | -1.9% | -2.5% | +0.6% | -1.3% |
| 30D | +14.9% | -15.7% | +30.6% | +20.0% |
| 3M | +37.2% | -3.6% | +40.8% | +37.7% |
| 6M | +254.0% | -8.7% | +262.6% | +258.6% |
| YTD | +306.1% | -6.2% | +312.3% | +304.6% |
| 1Y | +312.3% | -22.9% | +335.1% | +329.4% |
| 3Y | +654.0% | +173.6% | +480.4% | +463.7% |
| 5Y | +1,055.3% | +226.6% | +828.8% | +681.9% |
| All | +3,922.7% | +344.1% | +3,578.6% | +2,440.7% |
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