+485.4%
NVDA vs RCL
+278.1%
+207.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.0% | -7.3% | -5.6% |
| 7D | -11.6% | +5.0% | -16.5% | -13.7% |
| 30D | -22.1% | +19.4% | -41.5% | -28.4% |
| 3M | -20.1% | +5.9% | -26.1% | -23.0% |
| 6M | -16.8% | +23.8% | -40.6% | -26.1% |
| YTD | -4.0% | +22.8% | -26.8% | -17.1% |
| 1Y | -4.8% | +34.3% | -39.1% | -22.2% |
| 3Y | +281.7% | +276.4% | +5.3% | +74.1% |
| 5Y | +485.4% | +281.6% | +203.8% | +151.0% |
| All | +485.4% | +278.1% | +207.2% | +151.0% |
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