-49.7%
INTU vs RCL
-23.9%
-25.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.4% |
| 7D | -7.1% | -5.1% | -2.0% | -6.8% |
| 30D | +1.5% | -19.0% | +20.5% | +2.6% |
| 3M | +10.7% | -9.6% | +20.2% | +11.4% |
| 6M | -23.8% | -6.7% | -17.1% | -23.0% |
| YTD | -49.3% | -3.9% | -45.4% | -49.0% |
| 1Y | -49.7% | -25.1% | -24.6% | -45.3% |
| All | -49.7% | -23.9% | -25.8% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling