+40.0%
PATH vs RCL
-23.9%
+63.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.5% | -16.6% |
| 7D | -16.3% | -5.1% | -11.2% | -15.6% |
| 30D | +9.9% | -19.0% | +28.9% | +13.7% |
| 3M | +30.2% | -9.6% | +39.7% | +31.9% |
| 6M | +37.2% | -6.7% | +43.9% | +38.4% |
| YTD | -7.3% | -3.9% | -3.4% | -6.2% |
| 1Y | +40.0% | -25.1% | +65.1% | +62.1% |
| All | +40.0% | -23.9% | +63.9% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling