+121.2%
INTC vs RCL
+368.0%
-246.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +7.8% |
| 7D | +7.3% | +0.6% | +6.6% | +7.2% |
| 30D | -38.3% | +19.4% | -57.8% | -41.0% |
| 3M | -36.0% | +9.8% | -45.8% | -37.7% |
| 6M | -51.7% | +28.6% | -80.4% | -54.8% |
| YTD | +69.4% | +22.2% | +47.2% | +58.8% |
| 1Y | +65.0% | +29.7% | +35.3% | +52.2% |
| 3Y | +63.0% | +265.3% | -202.3% | +17.3% |
| 5Y | +33.4% | +301.8% | -268.4% | -10.3% |
| 10Y | +121.2% | +360.5% | -239.3% | +46.3% |
| All | +121.2% | +368.0% | -246.8% | +46.3% |
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 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