-38.7%
NOW vs RCL
+27.6%
-66.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | +0.1% |
| 7D | -27.5% | +11.7% | -39.2% | -27.0% |
| 30D | -20.0% | +21.1% | -41.2% | -19.3% |
| 3M | -7.9% | +2.9% | -10.8% | -6.9% |
| 6M | +18.3% | +29.8% | -11.5% | +20.4% |
| YTD | -29.0% | +21.4% | -50.4% | -27.4% |
| 1Y | -38.7% | +32.0% | -70.7% | -38.4% |
| All | -38.7% | +27.6% | -66.3% | -38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling