+261.1%
RCL vs ACI
-43.3%
+304.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.4% | +4.8% | +1.6% |
| 7D | +6.5% | -2.2% | +8.7% | +6.7% |
| 30D | +15.9% | +10.3% | +5.6% | +15.0% |
| 3M | +2.7% | +7.2% | -4.5% | +2.1% |
| 6M | +15.2% | -18.0% | +33.2% | +16.4% |
| YTD | +19.2% | -22.0% | +41.2% | +20.7% |
| 1Y | +31.6% | -23.4% | +55.0% | +33.5% |
| 3Y | +274.2% | -35.8% | +310.0% | +285.1% |
| All | +261.1% | -43.3% | +304.5% | +254.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling