-47.0%
INTU vs RCL
+30.9%
-77.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.1% | -3.8% |
| 7D | +0.1% | +6.5% | -6.4% | -0.2% |
| 30D | +15.4% | +15.9% | -0.5% | +14.6% |
| 3M | +6.6% | +2.7% | +3.9% | +6.1% |
| 6M | -11.3% | +15.2% | -26.5% | -11.1% |
| YTD | -47.7% | +19.2% | -67.0% | -47.6% |
| 1Y | -47.0% | +31.6% | -78.6% | -48.6% |
| All | -47.0% | +30.9% | -77.9% | -48.6% |
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 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