+342.5%
RCL vs AEE
+186.8%
+155.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.6% |
| 7D | -2.2% | +1.1% | -3.3% | -2.6% |
| 30D | -15.7% | 0.0% | -15.7% | -15.7% |
| 3M | -8.0% | -0.9% | -7.1% | -7.9% |
| 6M | -10.1% | -2.4% | -7.7% | -9.8% |
| YTD | -5.9% | +8.6% | -14.5% | -9.7% |
| 1Y | -23.5% | +10.2% | -33.6% | -27.0% |
| 3Y | +174.4% | +47.8% | +126.6% | +129.3% |
| 5Y | +227.1% | +40.1% | +187.0% | +177.7% |
| 10Y | +342.5% | +195.0% | +147.5% | +239.4% |
| All | +342.5% | +186.8% | +155.7% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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