+49,016.9%
MU vs RCL
+4,549.4%
+44,467.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | -5.1% | +14.1% | +11.0% |
| 30D | +13.8% | -19.0% | +32.8% | +22.7% |
| 3M | +2.1% | -9.6% | +11.7% | +5.5% |
| 6M | +153.8% | -6.7% | +160.5% | +157.8% |
| YTD | +256.4% | -3.9% | +260.3% | +253.5% |
| 1Y | +719.8% | -25.1% | +744.8% | +780.2% |
| 3Y | +1,360.4% | +179.1% | +1,181.3% | +858.0% |
| 5Y | +1,312.4% | +243.3% | +1,069.1% | +699.7% |
| 10Y | +6,142.6% | +325.8% | +5,816.8% | +2,450.6% |
| All | +49,016.9% | +4,549.4% | +44,467.5% | +7,432.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling