+11,715.7%
GOOG vs RCL
+946.1%
+10,769.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +3.0% | -1.2% | +4.2% | +3.3% |
| 30D | -14.9% | +17.8% | -32.7% | -18.3% |
| 3M | -14.9% | +4.9% | -19.8% | -16.3% |
| 6M | -26.6% | +23.7% | -50.3% | -30.8% |
| YTD | -6.6% | +17.8% | -24.4% | -11.9% |
| 1Y | +5.1% | +28.9% | -23.9% | -3.2% |
| 3Y | +121.0% | +241.9% | -120.9% | +57.8% |
| 5Y | +97.3% | +295.4% | -198.1% | +29.3% |
| 10Y | +683.2% | +344.1% | +339.1% | +321.1% |
| All | +11,715.7% | +946.1% | +10,769.6% | +4,644.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling