+448.2%
NFLX vs RCL
+340.1%
+108.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -2.0% | -1.2% | -0.8% | -1.8% |
| 30D | -11.9% | +17.8% | -29.8% | -14.3% |
| 3M | -20.6% | +4.9% | -25.5% | -21.4% |
| 6M | -29.0% | +23.7% | -52.7% | -31.9% |
| YTD | -33.7% | +17.8% | -51.5% | -36.7% |
| 1Y | -46.2% | +28.9% | -75.1% | -49.5% |
| 3Y | +39.8% | +241.9% | -202.1% | +9.1% |
| 5Y | -9.0% | +295.4% | -304.4% | -33.8% |
| All | +448.2% | +340.1% | +108.0% | +356.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling