+292.2%
RCL vs A
+11.8%
+280.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.1% |
| 7D | -1.2% | -0.5% | -0.7% | -0.9% |
| 30D | +17.8% | 0.0% | +17.9% | +17.8% |
| 3M | +4.9% | +16.7% | -11.8% | -3.9% |
| 6M | +23.7% | +54.8% | -31.1% | -3.8% |
| YTD | +17.8% | +28.8% | -11.0% | +1.1% |
| 1Y | +28.9% | +19.3% | +9.6% | +15.5% |
| 3Y | +241.9% | +65.5% | +176.3% | +138.1% |
| All | +292.2% | +11.8% | +280.4% | +232.3% |
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