+499.6%
PLTR vs RCL
+247.7%
+251.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +2.8% |
| 7D | -12.9% | +6.5% | -19.4% | -15.6% |
| 30D | -17.4% | +15.9% | -33.3% | -23.2% |
| 3M | +2.9% | +2.7% | +0.2% | +0.6% |
| 6M | +19.9% | +15.2% | +4.6% | +9.0% |
| YTD | -9.8% | +19.2% | -29.0% | -23.1% |
| 1Y | -8.4% | +31.6% | -40.0% | -26.6% |
| 3Y | +765.0% | +274.2% | +490.9% | +270.3% |
| All | +499.6% | +247.7% | +251.9% | +146.6% |
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