-52.4%
RBLX vs EXC
+39.4%
-91.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +7.9% | -1.9% | +9.8% | +8.0% |
| 30D | +3.9% | +7.8% | -3.9% | +3.5% |
| 3M | +44.7% | +1.9% | +42.8% | +44.5% |
| 6M | +23.8% | +3.4% | +20.4% | +23.3% |
| YTD | -36.5% | +7.6% | -44.1% | -37.3% |
| 1Y | -50.7% | +2.1% | -52.8% | -50.9% |
| 3Y | +33.8% | +29.6% | +4.2% | +26.6% |
| All | -52.4% | +39.4% | -91.8% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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