+1,014.6%
MU vs RCL
+289.6%
+725.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +12.4% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | -18.0% | +19.4% | -37.4% | -23.6% |
| 3M | -6.6% | +9.8% | -16.3% | -10.8% |
| 6M | +2.0% | +28.6% | -26.6% | -8.4% |
| YTD | +184.5% | +22.2% | +162.3% | +153.8% |
| 1Y | +236.9% | +29.7% | +207.1% | +192.0% |
| 3Y | +987.0% | +265.3% | +721.6% | +513.8% |
| 5Y | +1,014.6% | +301.8% | +712.9% | +478.2% |
| All | +1,014.6% | +289.6% | +725.1% | +478.2% |
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