+13.8%
ORCL vs RCL
+255.6%
-241.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +8.0% | -1.2% | +9.2% | +8.2% |
| 30D | -4.0% | +17.8% | -21.8% | -8.5% |
| 3M | -19.5% | +4.9% | -24.4% | -20.9% |
| 6M | -33.5% | +23.7% | -57.2% | -37.6% |
| YTD | -34.8% | +17.8% | -52.6% | -39.1% |
| 1Y | -41.6% | +28.9% | -70.5% | -47.3% |
| 3Y | +13.8% | +241.9% | -228.1% | -27.2% |
| All | +13.8% | +255.6% | -241.8% | -27.2% |
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