+38.9%
ORLY vs RCL
+255.6%
-216.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +2.6% | -1.2% | +3.7% | +2.6% |
| 30D | +6.3% | +17.8% | -11.5% | +5.5% |
| 3M | -0.4% | +4.9% | -5.4% | -0.6% |
| 6M | +2.8% | +23.7% | -20.9% | +1.8% |
| YTD | +1.1% | +17.8% | -16.7% | -0.1% |
| 1Y | -6.3% | +28.9% | -35.2% | -7.8% |
| 3Y | +38.9% | +241.9% | -203.0% | +37.2% |
| All | +38.9% | +255.6% | -216.7% | +37.2% |
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