+912.4%
RCL vs ACWI
+356.8%
+555.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | +0.5% | -5.6% | -5.9% |
| 30D | -19.0% | +0.9% | -19.9% | -20.2% |
| 3M | -9.6% | +2.4% | -12.0% | -13.1% |
| 6M | -6.7% | +12.4% | -19.1% | -22.4% |
| YTD | -3.9% | +15.2% | -19.1% | -23.3% |
| 1Y | -25.1% | +22.7% | -47.8% | -46.3% |
| 3Y | +179.1% | +75.8% | +103.3% | +13.4% |
| 5Y | +243.3% | +67.7% | +175.6% | +59.4% |
| 10Y | +325.8% | +229.0% | +96.8% | -22.3% |
| All | +912.4% | +356.8% | +555.6% | +15.1% |
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