+504.6%
NOW vs RCL
+396.5%
+108.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.2% |
| 7D | -3.1% | +5.0% | -8.0% | -4.1% |
| 30D | -27.0% | +19.4% | -46.4% | -30.0% |
| 3M | -17.7% | +5.9% | -23.6% | -19.3% |
| 6M | +12.7% | +23.8% | -11.1% | +6.5% |
| YTD | -32.9% | +22.8% | -55.7% | -37.5% |
| 1Y | -40.4% | +34.3% | -74.6% | -45.8% |
| 3Y | -17.1% | +276.4% | -293.5% | -40.4% |
| 5Y | -25.7% | +281.6% | -307.3% | -49.4% |
| 10Y | +504.6% | +379.0% | +125.6% | +256.2% |
| All | +504.6% | +396.5% | +108.1% | +256.2% |
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