+651.1%
RCL vs ACI
+31.1%
+620.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +3.0% |
| 7D | +5.0% | -5.9% | +10.9% | +5.2% |
| 30D | +19.4% | +7.2% | +12.2% | +19.0% |
| 3M | +5.9% | +8.8% | -2.9% | +5.5% |
| 6M | +23.8% | -17.2% | +41.0% | +24.4% |
| YTD | +22.8% | -21.3% | +44.1% | +23.5% |
| 1Y | +34.3% | -23.7% | +58.0% | +35.3% |
| 3Y | +276.4% | -32.8% | +309.3% | +280.8% |
| 5Y | +281.6% | -41.4% | +323.0% | +284.5% |
| All | +651.1% | +31.1% | +620.0% | +806.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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