+1,315.7%
MU vs RCL
+249.6%
+1,066.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +9.0% | -5.1% | +14.1% | +11.1% |
| 30D | +13.8% | -19.0% | +32.8% | +23.3% |
| 3M | +2.1% | -9.6% | +11.7% | +5.7% |
| 6M | +153.8% | -6.7% | +160.5% | +157.8% |
| YTD | +256.4% | -3.9% | +260.3% | +252.2% |
| 1Y | +719.8% | -25.1% | +744.8% | +786.1% |
| 3Y | +1,360.4% | +179.1% | +1,181.3% | +826.8% |
| All | +1,315.7% | +249.6% | +1,066.1% | +687.8% |
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 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