+10.6%
ORCL vs RCL
+265.0%
-254.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.0% | +0.2% | +2.4% |
| 7D | +0.5% | +5.0% | -4.5% | -0.9% |
| 30D | -15.3% | +19.4% | -34.7% | -19.4% |
| 3M | -18.2% | +5.9% | -24.2% | -19.9% |
| 6M | -38.4% | +23.8% | -62.2% | -42.3% |
| YTD | -37.7% | +22.8% | -60.5% | -42.4% |
| 1Y | -49.3% | +34.3% | -83.5% | -54.7% |
| 3Y | +10.6% | +276.4% | -265.8% | -27.6% |
| All | +10.6% | +265.0% | -254.4% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling