+330.2%
RCL vs ALL
+376.2%
-46.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.7% | -5.2% |
| 7D | -0.2% | 0.0% | -0.2% | -0.5% |
| 30D | +14.4% | +12.8% | +1.6% | +4.2% |
| 3M | +5.2% | +4.7% | +0.5% | +0.9% |
| 6M | +26.1% | +24.9% | +1.2% | +3.2% |
| YTD | +17.4% | +30.0% | -12.6% | -7.9% |
| 1Y | +24.7% | +29.9% | -5.3% | -2.1% |
| 3Y | +250.9% | +117.5% | +133.4% | +66.5% |
| 5Y | +293.8% | +161.7% | +132.2% | +45.9% |
| All | +330.2% | +376.2% | -46.0% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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