+41.1%
LLY vs RCL
+24.4%
+16.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | 0.0% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | +22.4% | +14.4% | +8.0% | +19.7% |
| 3M | +17.1% | +5.2% | +12.0% | +16.1% |
| 6M | +44.6% | +26.1% | +18.5% | +37.7% |
| YTD | +33.5% | +17.4% | +16.1% | +25.8% |
| 1Y | +41.1% | +24.7% | +16.4% | +30.0% |
| All | +41.1% | +24.4% | +16.8% | +30.0% |
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 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