+236.9%
MU vs RCL
+29.3%
+207.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +12.2% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | -18.0% | +19.4% | -37.4% | -21.6% |
| 3M | -6.6% | +9.8% | -16.3% | -8.6% |
| 6M | +2.0% | +28.6% | -26.6% | -4.6% |
| YTD | +184.5% | +22.2% | +162.3% | +163.6% |
| 1Y | +236.9% | +29.7% | +207.1% | +214.7% |
| All | +236.9% | +29.3% | +207.6% | +214.7% |
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