+702.3%
GOOG vs RCL
+340.1%
+362.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +3.0% | -1.2% | +4.2% | +3.2% |
| 30D | -14.9% | +17.8% | -32.7% | -17.9% |
| 3M | -14.9% | +4.9% | -19.8% | -16.1% |
| 6M | -26.6% | +23.7% | -50.3% | -30.2% |
| YTD | -6.6% | +17.8% | -24.4% | -11.2% |
| 1Y | +5.1% | +28.9% | -23.9% | -2.2% |
| 3Y | +121.0% | +241.9% | -120.9% | +65.5% |
| 5Y | +97.3% | +295.4% | -198.1% | +36.8% |
| All | +702.3% | +340.1% | +362.2% | +445.1% |
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