+499.2%
NOW vs RCL
+382.5%
+116.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.7% |
| 7D | -3.0% | +6.5% | -9.5% | -4.3% |
| 30D | -26.0% | +15.9% | -41.9% | -28.6% |
| 3M | -13.1% | +2.7% | -15.8% | -14.2% |
| 6M | +14.5% | +15.2% | -0.7% | +9.9% |
| YTD | -33.4% | +19.2% | -52.7% | -37.6% |
| 1Y | -40.6% | +31.6% | -72.2% | -45.8% |
| 3Y | -16.3% | +274.2% | -290.5% | -39.7% |
| 5Y | -26.3% | +250.1% | -276.4% | -49.1% |
| All | +499.2% | +382.5% | +116.7% | +249.3% |
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