+359.4%
ORLY vs RCL
+344.1%
+15.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -2.1% | -2.5% | +0.3% | -1.9% |
| 30D | -7.6% | -15.7% | +8.0% | -6.0% |
| 3M | -5.5% | -3.6% | -1.9% | -5.2% |
| 6M | -9.7% | -8.7% | -1.1% | -9.2% |
| YTD | -6.2% | -6.2% | -0.1% | -6.5% |
| 1Y | -18.6% | -22.9% | +4.2% | -17.3% |
| 3Y | +33.8% | +173.6% | -139.8% | +16.2% |
| 5Y | +116.5% | +226.6% | -110.0% | +78.2% |
| All | +359.4% | +344.1% | +15.3% | +198.0% |
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