+200.5%
NXPI vs RCL
+396.5%
-196.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.0% | +0.3% | +2.3% |
| 7D | -0.3% | +5.0% | -5.3% | -1.9% |
| 30D | +12.7% | +19.4% | -6.7% | +6.5% |
| 3M | +7.5% | +5.9% | +1.5% | +5.1% |
| 6M | -12.3% | +23.8% | -36.1% | -18.9% |
| YTD | +19.7% | +22.8% | -3.1% | +8.9% |
| 1Y | +27.6% | +34.3% | -6.7% | +12.4% |
| 3Y | +50.0% | +276.4% | -226.5% | -5.3% |
| 5Y | +27.2% | +281.6% | -254.4% | -24.6% |
| 10Y | +200.5% | +379.0% | -178.5% | +62.0% |
| All | +200.5% | +396.5% | -196.0% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling