+56,375.7%
ORLY vs RCL
+4,537.3%
+51,838.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -2.3% | -0.5% | -1.9% | -2.3% |
| 30D | -8.2% | -17.3% | +9.2% | -5.2% |
| 3M | -3.5% | -2.8% | -0.8% | -3.3% |
| 6M | -9.2% | -4.4% | -4.8% | -9.2% |
| YTD | -5.8% | -4.2% | -1.7% | -6.6% |
| 1Y | -19.3% | -23.4% | +4.1% | -17.1% |
| 3Y | +34.4% | +179.4% | -145.0% | +7.0% |
| 5Y | +117.8% | +238.8% | -120.9% | +58.6% |
| 10Y | +356.9% | +350.2% | +6.8% | +168.4% |
| All | +56,375.7% | +4,537.3% | +51,838.5% | +18,546.4% |
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