+33,242.8%
MU vs RCL
+5,669.9%
+27,572.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.6% |
| 7D | -22.0% | +6.5% | -28.5% | -24.0% |
| 30D | -36.6% | +15.9% | -52.5% | -40.1% |
| 3M | -21.7% | +2.7% | -24.4% | -23.3% |
| 6M | +3.5% | +15.2% | -11.7% | -2.9% |
| YTD | +141.9% | +19.2% | +122.7% | +119.9% |
| 1Y | +189.8% | +31.6% | +158.2% | +153.2% |
| 3Y | +855.4% | +274.2% | +581.2% | +460.8% |
| 5Y | +869.2% | +250.1% | +619.1% | +441.6% |
| 10Y | +4,142.8% | +388.4% | +3,754.4% | +1,546.7% |
| All | +33,242.8% | +5,669.9% | +27,572.9% | +4,584.7% |
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 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