-25.7%
NOW vs RCL
+278.1%
-303.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | 0.0% |
| 7D | -3.1% | +5.0% | -8.0% | -4.4% |
| 30D | -27.0% | +19.4% | -46.4% | -30.9% |
| 3M | -17.7% | +5.9% | -23.6% | -19.8% |
| 6M | +12.7% | +23.8% | -11.1% | +4.4% |
| YTD | -32.9% | +22.8% | -55.7% | -39.4% |
| 1Y | -40.4% | +34.3% | -74.6% | -48.0% |
| 3Y | -17.1% | +276.4% | -293.5% | -50.8% |
| 5Y | -25.7% | +281.6% | -307.3% | -58.8% |
| All | -25.7% | +278.1% | -303.8% | -58.8% |
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