+6,402.0%
LMT vs RCL
+4,549.4%
+1,852.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -6.3% | -5.1% | -1.2% | -5.7% |
| 30D | -8.5% | -19.0% | +10.5% | -6.4% |
| 3M | +1.8% | -9.6% | +11.4% | +2.7% |
| 6M | -19.9% | -6.7% | -13.2% | -19.8% |
| YTD | +10.6% | -3.9% | +14.5% | +10.0% |
| 1Y | +17.9% | -25.1% | +43.0% | +20.2% |
| 3Y | +27.0% | +179.1% | -152.2% | +9.3% |
| 5Y | +68.7% | +243.3% | -174.6% | +36.6% |
| 10Y | +181.1% | +325.8% | -144.7% | +104.2% |
| All | +6,402.0% | +4,549.4% | +1,852.6% | +3,242.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling