+950.8%
MU vs RCL
+255.6%
+695.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.7% |
| 7D | +12.8% | -1.2% | +14.0% | +13.3% |
| 30D | -14.9% | +17.8% | -32.7% | -20.9% |
| 3M | -18.0% | +4.9% | -23.0% | -20.4% |
| 6M | -3.1% | +23.7% | -26.8% | -12.7% |
| YTD | +172.9% | +17.8% | +155.1% | +142.6% |
| 1Y | +228.8% | +28.9% | +199.9% | +177.2% |
| 3Y | +950.8% | +241.9% | +709.0% | +399.4% |
| All | +950.8% | +255.6% | +695.3% | +399.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling