+913.8%
NVDA vs RCL
+234.0%
+679.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +3.8% | -0.5% | +4.3% | +4.0% |
| 30D | +0.8% | -17.3% | +18.1% | +9.6% |
| 3M | +8.2% | -2.8% | +10.9% | +8.4% |
| 6M | +27.1% | -4.4% | +31.5% | +26.8% |
| YTD | +21.2% | -4.2% | +25.4% | +18.2% |
| 1Y | +34.3% | -23.4% | +57.7% | +43.9% |
| 3Y | +396.3% | +179.4% | +216.9% | +167.4% |
| 5Y | +913.8% | +238.8% | +675.0% | +361.5% |
| All | +913.8% | +234.0% | +679.8% | +361.5% |
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