+379.0%
RCL vs ALL
+367.3%
+11.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.3% |
| 7D | +5.0% | -3.9% | +8.8% | +8.0% |
| 30D | +19.4% | +10.6% | +8.8% | +10.4% |
| 3M | +5.9% | -4.6% | +10.5% | +8.9% |
| 6M | +23.8% | +20.2% | +3.6% | +4.2% |
| YTD | +22.8% | +23.7% | -0.9% | +0.1% |
| 1Y | +34.3% | +27.9% | +6.4% | +6.6% |
| 3Y | +276.4% | +109.2% | +167.3% | +83.6% |
| 5Y | +281.6% | +148.0% | +133.6% | +47.4% |
| 10Y | +379.0% | +363.8% | +15.2% | +42.9% |
| All | +379.0% | +367.3% | +11.7% | +42.9% |
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