+106.4%
INTC vs RCL
+381.8%
-275.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -2.9% | -2.3% |
| 7D | -4.0% | +8.5% | -12.5% | -5.9% |
| 30D | -44.5% | +20.4% | -64.9% | -46.9% |
| 3M | -40.4% | +11.0% | -51.4% | -42.1% |
| 6M | -53.5% | +24.9% | -78.3% | -56.2% |
| YTD | +57.5% | +23.9% | +33.7% | +47.3% |
| 1Y | +51.2% | +30.8% | +20.4% | +39.2% |
| 3Y | +51.6% | +270.4% | -218.8% | +8.8% |
| 5Y | +23.5% | +296.1% | -272.6% | -16.7% |
| 10Y | +106.4% | +375.0% | -268.6% | +35.3% |
| All | +106.4% | +381.8% | -275.4% | +35.3% |
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