+29.0%
NFLX vs RCL
+249.6%
-220.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | -4.2% | -5.1% | +0.8% | -3.0% |
| 30D | +5.5% | -19.0% | +24.5% | +11.1% |
| 3M | -4.1% | -9.6% | +5.5% | -2.1% |
| 6M | -20.7% | -6.7% | -14.0% | -20.6% |
| YTD | -16.5% | -3.9% | -12.6% | -18.3% |
| 1Y | -37.8% | -25.1% | -12.7% | -34.8% |
| 3Y | +77.9% | +179.1% | -101.2% | +17.1% |
| All | +29.0% | +249.6% | -220.6% | -29.0% |
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 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