+145.8%
GOOG vs RCL
+176.8%
-31.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | -0.5% | +1.5% | +1.2% |
| 30D | -5.1% | -17.3% | +12.3% | -0.9% |
| 3M | -7.1% | -2.8% | -4.3% | -6.7% |
| 6M | +12.7% | -4.4% | +17.0% | +13.0% |
| YTD | +7.1% | -4.2% | +11.3% | +6.3% |
| 1Y | +43.6% | -23.4% | +67.0% | +49.9% |
| All | +145.8% | +176.8% | -31.0% | +81.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling