+102.9%
KO vs RCL
+292.5%
-189.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +3.7% | -1.2% | +4.9% | +3.8% |
| 30D | +8.1% | +17.8% | -9.7% | +7.4% |
| 3M | +14.2% | +4.9% | +9.3% | +13.9% |
| 6M | +25.2% | +23.7% | +1.5% | +23.8% |
| YTD | +44.7% | +17.8% | +26.9% | +43.0% |
| 1Y | +43.4% | +28.9% | +14.4% | +40.9% |
| 3Y | +90.1% | +241.9% | -151.8% | +72.7% |
| All | +102.9% | +292.5% | -189.6% | +84.0% |
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