+746.7%
GOOGL vs RCL
+341.7%
+405.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.9% |
| 7D | -1.9% | -2.2% | +0.3% | -1.4% |
| 30D | -7.5% | -15.7% | +8.2% | -4.2% |
| 3M | -9.2% | -8.0% | -1.2% | -7.8% |
| 6M | +8.1% | -10.1% | +18.2% | +9.8% |
| YTD | +5.8% | -5.9% | +11.7% | +5.8% |
| 1Y | +38.3% | -23.5% | +61.8% | +43.4% |
| 3Y | +144.8% | +174.4% | -29.6% | +92.6% |
| 5Y | +132.5% | +227.1% | -94.6% | +68.4% |
| 10Y | +746.7% | +342.5% | +404.2% | +481.6% |
| All | +746.7% | +341.7% | +405.0% | +481.6% |
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