+111.7%
INTC vs RCL
+234.0%
-122.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.3% | +9.3% | +9.1% |
| 7D | +17.4% | -0.5% | +17.9% | +17.6% |
| 30D | +2.8% | -17.3% | +20.1% | +8.9% |
| 3M | -5.3% | -2.8% | -2.5% | -4.8% |
| 6M | +140.6% | -4.4% | +145.0% | +141.9% |
| YTD | +183.1% | -4.2% | +187.3% | +181.5% |
| 1Y | +326.8% | -23.4% | +350.1% | +351.1% |
| 3Y | +179.4% | +179.4% | +0.1% | +97.2% |
| 5Y | +111.7% | +238.8% | -127.0% | +33.6% |
| All | +111.7% | +234.0% | -122.2% | +33.6% |
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 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