+187.0%
LMT vs RCL
+341.7%
-154.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.0% |
| 7D | -1.3% | -2.2% | +0.9% | -1.1% |
| 30D | -12.5% | -15.7% | +3.2% | -11.1% |
| 3M | -0.5% | -8.0% | +7.5% | +0.1% |
| 6M | -20.0% | -10.1% | -9.9% | -19.6% |
| YTD | +10.4% | -5.9% | +16.3% | +10.0% |
| 1Y | +17.7% | -23.5% | +41.2% | +19.5% |
| 3Y | +34.3% | +174.4% | -140.1% | +16.3% |
| 5Y | +71.8% | +227.1% | -155.3% | +40.8% |
| 10Y | +187.0% | +342.5% | -155.5% | +129.3% |
| All | +187.0% | +341.7% | -154.7% | +129.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling