+84.8%
MRK vs RCL
-23.9%
+108.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +1.3% | -5.1% | +6.4% | +1.8% |
| 30D | +17.1% | -19.0% | +36.1% | +19.3% |
| 3M | +25.9% | -9.6% | +35.5% | +26.8% |
| 6M | +26.8% | -6.7% | +33.5% | +27.1% |
| YTD | +44.9% | -3.9% | +48.8% | +43.1% |
| 1Y | +84.8% | -25.1% | +109.9% | +81.0% |
| All | +84.8% | -23.9% | +108.7% | +81.0% |
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