+542.4%
GLW vs RCL
+396.5%
+145.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.0% | +6.3% | +8.5% |
| 7D | -5.9% | +5.0% | -10.8% | -7.1% |
| 30D | -26.0% | +19.4% | -45.4% | -29.4% |
| 3M | -29.9% | +5.9% | -35.8% | -31.1% |
| 6M | -37.8% | +23.8% | -61.6% | -41.3% |
| YTD | +33.1% | +22.8% | +10.3% | +24.3% |
| 1Y | +36.8% | +34.3% | +2.6% | +24.7% |
| 3Y | +356.1% | +276.4% | +79.7% | +213.2% |
| 5Y | +243.8% | +281.6% | -37.8% | +121.5% |
| 10Y | +542.4% | +379.0% | +163.4% | +283.8% |
| All | +542.4% | +396.5% | +145.9% | +283.8% |
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 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