+346.9%
DELL vs RCL
-24.5%
+371.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.5% |
| 7D | +8.7% | -2.2% | +10.9% | +9.1% |
| 30D | +16.9% | -15.7% | +32.6% | +19.7% |
| 3M | +40.4% | -8.0% | +48.4% | +41.4% |
| 6M | +267.1% | -10.1% | +277.2% | +266.9% |
| YTD | +329.1% | -5.9% | +335.0% | +327.2% |
| 1Y | +346.9% | -23.5% | +370.4% | +337.8% |
| All | +346.9% | -24.5% | +371.4% | +337.8% |
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