+837.6%
GLW vs RCL
+344.6%
+493.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.3% | +7.8% | +7.6% |
| 7D | +14.0% | -0.5% | +14.5% | +14.1% |
| 30D | +0.4% | -17.3% | +17.7% | +5.3% |
| 3M | -11.3% | -2.8% | -8.6% | -10.9% |
| 6M | +35.1% | -4.4% | +39.5% | +36.1% |
| YTD | +90.5% | -4.2% | +94.7% | +89.9% |
| 1Y | +132.0% | -23.4% | +155.4% | +143.3% |
| 3Y | +463.3% | +179.4% | +283.9% | +318.1% |
| 5Y | +382.5% | +238.8% | +143.7% | +221.9% |
| 10Y | +837.6% | +350.2% | +487.5% | +521.6% |
| All | +837.6% | +344.6% | +493.0% | +521.6% |
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