+342.5%
RCL vs AEIS
+545.5%
-203.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.3% |
| 7D | -2.2% | +6.5% | -8.7% | -5.1% |
| 30D | -15.7% | -9.2% | -6.5% | -12.6% |
| 3M | -8.0% | -8.3% | +0.4% | -8.7% |
| 6M | -10.1% | -6.3% | -3.8% | -13.9% |
| YTD | -5.9% | +36.5% | -42.4% | -27.6% |
| 1Y | -23.5% | +84.8% | -108.3% | -51.3% |
| 3Y | +174.4% | +176.6% | -2.2% | +31.8% |
| 5Y | +227.1% | +237.1% | -10.0% | +38.1% |
| 10Y | +342.5% | +554.7% | -212.2% | +22.0% |
| All | +342.5% | +545.5% | -203.0% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling