-26.0%
NOW vs RCL
+256.9%
-282.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.1% | -2.8% | -5.1% |
| 7D | -6.7% | +3.9% | -10.6% | -7.7% |
| 30D | -25.8% | +11.8% | -37.6% | -28.5% |
| 3M | -12.7% | -0.8% | -11.8% | -13.3% |
| 6M | +11.2% | +23.6% | -12.4% | +2.8% |
| YTD | -33.2% | +17.6% | -50.8% | -38.9% |
| 1Y | -41.8% | +28.3% | -70.1% | -48.6% |
| 3Y | -15.7% | +261.4% | -277.1% | -49.3% |
| 5Y | -26.0% | +245.3% | -271.4% | -57.9% |
| All | -26.0% | +256.9% | -282.9% | -57.9% |
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