+2,427.5%
MRK vs RCL
+5,601.3%
-3,173.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +0.7% | -1.2% | +1.9% | +0.8% |
| 30D | +0.3% | +17.8% | -17.6% | -1.6% |
| 3M | +9.7% | +4.9% | +4.7% | +8.9% |
| 6M | +32.0% | +23.7% | +8.2% | +28.2% |
| YTD | +43.3% | +17.8% | +25.5% | +39.1% |
| 1Y | +63.7% | +28.9% | +34.7% | +57.3% |
| 3Y | +58.0% | +241.9% | -183.9% | +33.2% |
| 5Y | +105.0% | +295.4% | -190.4% | +63.8% |
| 10Y | +228.6% | +344.1% | -115.5% | +132.5% |
| All | +2,427.5% | +5,601.3% | -3,173.8% | +1,085.8% |
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