+151.2%
GE vs RCL
+338.4%
-187.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.9% | +0.5% | -2.2% |
| 7D | +5.1% | -0.2% | +5.4% | +5.2% |
| 30D | +7.6% | +14.4% | -6.8% | +2.9% |
| 3M | -9.3% | +5.2% | -14.5% | -11.1% |
| 6M | +11.5% | +26.1% | -14.6% | +2.6% |
| YTD | +7.9% | +17.4% | -9.5% | +0.2% |
| 1Y | +7.6% | +24.7% | -17.0% | -2.4% |
| 3Y | +265.9% | +250.9% | +14.9% | +128.3% |
| 5Y | +405.9% | +293.8% | +112.1% | +183.3% |
| All | +151.2% | +338.4% | -187.2% | +29.1% |
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