+97.7%
GOOG vs RCL
+292.5%
-194.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +3.0% | -1.2% | +4.2% | +3.3% |
| 30D | -14.9% | +17.8% | -32.7% | -18.5% |
| 3M | -14.9% | +4.9% | -19.8% | -16.4% |
| 6M | -26.6% | +23.7% | -50.3% | -31.0% |
| YTD | -6.6% | +17.8% | -24.4% | -12.4% |
| 1Y | +5.1% | +28.9% | -23.9% | -4.0% |
| 3Y | +121.0% | +241.9% | -120.9% | +50.7% |
| All | +97.7% | +292.5% | -194.8% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling