+1,796.1%
RCL vs AEE
+879.2%
+916.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +19.4% | +9.7% | +9.7% | +13.3% |
| 3M | +9.8% | +5.8% | +4.0% | +6.3% |
| 6M | +28.6% | +4.5% | +24.2% | +24.8% |
| YTD | +22.2% | +15.8% | +6.3% | +11.0% |
| 1Y | +29.7% | +10.8% | +19.0% | +20.9% |
| 3Y | +265.3% | +62.8% | +202.5% | +165.4% |
| 5Y | +301.8% | +56.1% | +245.7% | +193.4% |
| 10Y | +360.5% | +216.4% | +144.0% | +101.8% |
| All | +1,796.1% | +879.2% | +916.9% | +301.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling