+780.7%
GOOG vs RCL
+346.0%
+434.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | 0.0% | -1.9% | +1.9% | +0.4% |
| 30D | -2.0% | -15.5% | +13.6% | +1.4% |
| 3M | -5.9% | -9.7% | +3.8% | -4.1% |
| 6M | +8.9% | -8.7% | +17.6% | +10.3% |
| YTD | +7.1% | -5.8% | +12.9% | +7.0% |
| 1Y | +39.7% | -24.5% | +64.1% | +45.2% |
| 3Y | +145.8% | +173.9% | -28.1% | +93.5% |
| 5Y | +138.6% | +228.0% | -89.4% | +72.7% |
| All | +780.7% | +346.0% | +434.7% | +515.4% |
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