+5.9%
OXY vs RCL
+344.1%
-338.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +1.4% | -2.5% | +3.8% | +2.3% |
| 30D | +4.0% | -15.7% | +19.7% | +10.4% |
| 3M | +7.6% | -3.6% | +11.2% | +7.3% |
| 6M | +16.2% | -8.7% | +24.9% | +15.0% |
| YTD | +50.8% | -6.2% | +57.0% | +44.8% |
| 1Y | +34.7% | -22.9% | +57.6% | +38.4% |
| 3Y | -1.0% | +173.6% | -174.6% | -44.0% |
| 5Y | +163.2% | +226.6% | -63.4% | +21.6% |
| All | +5.9% | +344.1% | -338.2% | -47.8% |
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