+142.4%
GILD vs RCL
+224.8%
-82.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.8% | -1.9% | -2.9% | -4.7% |
| 30D | +5.8% | -15.5% | +21.3% | +7.1% |
| 3M | +14.9% | -9.7% | +24.6% | +15.7% |
| 6M | -0.4% | -8.7% | +8.4% | 0.0% |
| YTD | +18.5% | -5.8% | +24.3% | +18.3% |
| 1Y | +25.1% | -24.5% | +49.6% | +26.6% |
| 3Y | +105.9% | +173.9% | -68.0% | +87.7% |
| All | +142.4% | +224.8% | -82.4% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling