+1,139.4%
RCL vs ACWI
+330.1%
+809.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | +3.2% |
| 7D | +3.9% | -4.0% | +7.9% | +11.1% |
| 30D | +11.8% | -5.8% | +17.6% | +23.4% |
| 3M | -0.8% | -5.0% | +4.2% | +7.8% |
| 6M | +23.6% | +0.7% | +22.9% | +22.3% |
| YTD | +17.6% | +8.4% | +9.2% | +3.6% |
| 1Y | +28.3% | +10.1% | +18.2% | +10.2% |
| 3Y | +261.4% | +70.8% | +190.7% | +53.6% |
| 5Y | +245.3% | +55.4% | +190.0% | +82.1% |
| 10Y | +381.8% | +223.3% | +158.5% | -9.0% |
| All | +1,139.4% | +330.1% | +809.3% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling