+30,446.2%
DHR vs RCL
+4,549.4%
+25,896.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.9% | -5.1% | +1.2% | -2.9% |
| 30D | +4.0% | -19.0% | +23.0% | +8.2% |
| 3M | +11.5% | -9.6% | +21.1% | +13.2% |
| 6M | +1.9% | -6.7% | +8.6% | +2.5% |
| YTD | -8.9% | -3.9% | -5.0% | -9.5% |
| 1Y | +5.1% | -25.1% | +30.2% | +9.0% |
| 3Y | -10.3% | +179.1% | -189.4% | -29.3% |
| 5Y | -27.8% | +243.3% | -271.1% | -48.2% |
| 10Y | +203.6% | +325.8% | -122.1% | +73.5% |
| All | +30,446.2% | +4,549.4% | +25,896.8% | +8,121.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling