-81.1%
PATH vs RCL
+311.4%
-392.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -2.4% |
| 7D | -5.6% | +3.9% | -9.5% | -7.3% |
| 30D | -0.7% | +11.8% | -12.4% | -5.6% |
| 3M | -5.9% | -0.8% | -5.0% | -6.4% |
| 6M | +21.6% | +23.6% | -2.0% | +8.3% |
| YTD | -20.6% | +17.6% | -38.2% | -29.7% |
| 1Y | -10.6% | +28.3% | -38.9% | -24.8% |
| 3Y | -24.9% | +261.4% | -286.3% | -64.1% |
| 5Y | -76.8% | +245.3% | -322.2% | -90.6% |
| All | -81.1% | +311.4% | -392.5% | -92.5% |
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