+234.8%
RCL vs A
-12.8%
+247.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | -5.1% | -1.9% | -3.2% | -4.1% |
| 30D | -19.0% | +6.9% | -25.9% | -22.0% |
| 3M | -9.6% | +9.2% | -18.8% | -14.0% |
| 6M | -6.7% | +25.7% | -32.4% | -18.1% |
| YTD | -3.9% | +11.5% | -15.5% | -10.4% |
| 1Y | -25.1% | +18.4% | -43.5% | -32.8% |
| 3Y | +179.1% | +26.6% | +152.5% | +130.5% |
| All | +234.8% | -12.8% | +247.6% | +189.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling