-47.2%
INTU vs RCL
+31.1%
-78.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -1.2% | +8.5% | -9.8% | -1.7% |
| 30D | +12.4% | +20.4% | -8.0% | +11.5% |
| 3M | +2.3% | +11.0% | -8.7% | +1.5% |
| 6M | -13.3% | +24.9% | -38.2% | -13.5% |
| YTD | -47.9% | +23.9% | -71.7% | -47.8% |
| All | -47.2% | +31.1% | -78.3% | -48.4% |
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