+700.7%
GOOGL vs RCL
+338.4%
+362.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +2.6% |
| 7D | +5.7% | -0.2% | +5.9% | +5.7% |
| 30D | -15.6% | +14.4% | -29.9% | -18.0% |
| 3M | -13.0% | +5.2% | -18.2% | -14.3% |
| 6M | -22.8% | +26.1% | -48.9% | -26.9% |
| YTD | -4.4% | +17.4% | -21.7% | -9.0% |
| 1Y | +4.5% | +24.7% | -20.2% | -2.0% |
| 3Y | +127.4% | +250.9% | -123.5% | +69.6% |
| 5Y | +102.8% | +293.8% | -191.0% | +40.8% |
| All | +700.7% | +338.4% | +362.3% | +439.1% |
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