+5,778.3%
MU vs RCL
+344.6%
+5,433.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +7.2% | -0.5% | +7.6% | +7.3% |
| 30D | +14.0% | -17.3% | +31.3% | +21.1% |
| 3M | +5.4% | -2.8% | +8.1% | +5.9% |
| 6M | +170.3% | -4.4% | +174.7% | +172.0% |
| YTD | +250.7% | -4.2% | +254.8% | +248.7% |
| 1Y | +662.1% | -23.4% | +685.5% | +707.7% |
| 3Y | +1,341.2% | +179.4% | +1,161.8% | +900.8% |
| 5Y | +1,319.3% | +238.8% | +1,080.6% | +778.5% |
| 10Y | +5,778.3% | +350.2% | +5,428.1% | +3,344.4% |
| All | +5,778.3% | +344.6% | +5,433.7% | +3,344.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling