-76.8%
PATH vs RCL
+256.9%
-333.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -2.3% |
| 7D | -5.6% | +3.9% | -9.5% | -7.3% |
| 30D | -0.7% | +11.8% | -12.4% | -5.9% |
| 3M | -5.9% | -0.8% | -5.0% | -6.5% |
| 6M | +21.6% | +23.6% | -2.0% | +7.6% |
| YTD | -20.6% | +17.6% | -38.2% | -30.2% |
| 1Y | -10.6% | +28.3% | -38.9% | -25.6% |
| 3Y | -24.9% | +261.4% | -286.3% | -66.3% |
| 5Y | -76.8% | +245.3% | -322.2% | -91.3% |
| All | -76.8% | +256.9% | -333.7% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling