+351.4%
RCL vs A
+246.7%
+104.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.5% |
| 7D | -5.1% | -1.9% | -3.2% | -3.9% |
| 30D | -19.0% | +6.9% | -25.9% | -22.7% |
| 3M | -9.6% | +9.2% | -18.8% | -15.0% |
| 6M | -6.7% | +25.7% | -32.4% | -20.5% |
| YTD | -3.9% | +11.5% | -15.5% | -12.1% |
| 1Y | -25.1% | +18.4% | -43.5% | -34.6% |
| 3Y | +179.1% | +26.6% | +152.5% | +120.9% |
| 5Y | +243.3% | -12.8% | +256.1% | +247.6% |
| All | +351.4% | +246.7% | +104.7% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling