+504.4%
NOW vs RCL
+338.4%
+166.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -1.2% |
| 7D | -1.7% | -0.2% | -1.4% | -1.6% |
| 30D | -27.4% | +14.4% | -41.8% | -29.7% |
| 3M | -19.4% | +5.2% | -24.6% | -20.9% |
| 6M | +13.1% | +26.1% | -13.0% | +6.5% |
| YTD | -34.3% | +17.4% | -51.6% | -38.3% |
| 1Y | -41.8% | +24.7% | -66.4% | -46.2% |
| 3Y | -20.7% | +250.9% | -271.6% | -42.2% |
| 5Y | -27.2% | +293.8% | -321.0% | -50.6% |
| All | +504.4% | +338.4% | +166.0% | +265.4% |
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 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