+246.2%
DIA vs RCL
+344.6%
-98.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +0.1% | -0.5% | +0.5% | +0.1% |
| 30D | -2.1% | -17.3% | +15.3% | +1.5% |
| 3M | +4.2% | -2.8% | +6.9% | +4.4% |
| 6M | +11.9% | -4.4% | +16.3% | +12.0% |
| YTD | +10.8% | -4.2% | +15.0% | +10.1% |
| 1Y | +17.5% | -23.4% | +40.9% | +21.4% |
| 3Y | +59.9% | +179.4% | -119.4% | +26.5% |
| 5Y | +64.1% | +238.8% | -174.6% | +19.4% |
| 10Y | +246.2% | +350.2% | -104.0% | +130.5% |
| All | +246.2% | +344.6% | -98.4% | +130.5% |
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