+280.4%
MRVL vs RCL
+234.0%
+46.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +7.1% | -0.5% | +7.6% | +7.4% |
| 30D | +3.1% | -17.3% | +20.4% | +13.3% |
| 3M | -21.9% | -2.8% | -19.2% | -21.5% |
| 6M | +151.8% | -4.4% | +156.2% | +155.1% |
| YTD | +165.6% | -4.2% | +169.8% | +161.7% |
| 1Y | +242.3% | -23.4% | +265.6% | +273.8% |
| 3Y | +308.2% | +179.4% | +128.8% | +127.8% |
| 5Y | +280.4% | +238.8% | +41.6% | +83.0% |
| All | +280.4% | +234.0% | +46.4% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling