+137.7%
GOOGL vs RCL
+234.0%
-96.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | +1.1% | -0.5% | +1.5% | +1.2% |
| 30D | -4.4% | -17.3% | +12.9% | 0.0% |
| 3M | -6.8% | -2.8% | -4.1% | -6.5% |
| 6M | +13.6% | -4.4% | +18.0% | +14.0% |
| YTD | +8.3% | -4.2% | +12.5% | +7.6% |
| 1Y | +44.9% | -23.4% | +68.3% | +51.4% |
| 3Y | +150.5% | +179.4% | -28.9% | +82.5% |
| 5Y | +137.7% | +238.8% | -101.0% | +50.1% |
| All | +137.7% | +234.0% | -96.3% | +50.1% |
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 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