-25.1%
NOW vs RCL
+292.5%
-317.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | -27.0% | +17.8% | -44.8% | -30.6% |
| 3M | -19.6% | +4.9% | -24.6% | -21.5% |
| 6M | +17.5% | +23.7% | -6.3% | +8.8% |
| YTD | -33.3% | +17.8% | -51.1% | -39.0% |
| 1Y | -39.8% | +28.9% | -68.8% | -47.0% |
| 3Y | -19.9% | +241.9% | -261.8% | -51.1% |
| All | -25.1% | +292.5% | -317.6% | -58.7% |
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