+5,698.1%
INTC vs RCL
+4,549.4%
+1,148.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +7.1% | -5.1% | +12.2% | +8.5% |
| 30D | -5.2% | -19.0% | +13.8% | -0.1% |
| 3M | -14.3% | -9.6% | -4.7% | -12.3% |
| 6M | +110.2% | -6.7% | +116.9% | +112.7% |
| YTD | +159.6% | -3.9% | +163.5% | +158.7% |
| 1Y | +289.3% | -25.1% | +314.4% | +310.0% |
| 3Y | +166.1% | +179.1% | -13.1% | +99.4% |
| 5Y | +94.4% | +243.3% | -148.9% | +31.2% |
| 10Y | +227.7% | +325.8% | -98.1% | +75.7% |
| All | +5,698.1% | +4,549.4% | +1,148.7% | +1,256.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling