+552.9%
PLTR vs RCL
+249.6%
+303.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.4% |
| 7D | -6.4% | -5.1% | -1.3% | -4.1% |
| 30D | +10.0% | -19.0% | +29.0% | +21.5% |
| 3M | +23.0% | -9.6% | +32.6% | +27.2% |
| 6M | +13.8% | -6.7% | +20.5% | +14.0% |
| YTD | -1.9% | -3.9% | +2.0% | -6.4% |
| 1Y | +11.6% | -25.1% | +36.7% | +20.8% |
| 3Y | +1,048.4% | +179.1% | +869.3% | +483.1% |
| All | +552.9% | +249.6% | +303.3% | +182.4% |
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