+60,518.2%
ORLY vs RCL
+5,601.3%
+54,916.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +2.6% | -1.2% | +3.7% | +2.7% |
| 30D | +6.3% | +17.8% | -11.5% | +3.3% |
| 3M | -0.4% | +4.9% | -5.4% | -1.6% |
| 6M | +2.8% | +23.7% | -20.9% | -1.6% |
| YTD | +1.1% | +17.8% | -16.7% | -3.5% |
| 1Y | -6.3% | +28.9% | -35.2% | -12.0% |
| 3Y | +38.9% | +241.9% | -203.0% | +6.7% |
| 5Y | +113.1% | +295.4% | -182.3% | +51.2% |
| 10Y | +426.2% | +344.1% | +82.1% | +211.7% |
| All | +60,518.2% | +5,601.3% | +54,916.9% | +19,162.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling