+24.7%
PATH vs RCL
+29.0%
-4.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.4% | -3.5% | +2.3% |
| 7D | -4.8% | +11.7% | -16.5% | -5.8% |
| 30D | +2.7% | +21.1% | -18.5% | +0.6% |
| 3M | -4.2% | +2.9% | -7.1% | -4.3% |
| 6M | +24.7% | +29.8% | -5.1% | +24.5% |
| All | +24.7% | +29.0% | -4.3% | +24.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling