+380.4%
RCL vs ALL
+370.9%
+9.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.5% | +5.8% | +4.7% |
| 7D | +6.5% | -1.9% | +8.5% | +8.0% |
| 30D | +15.9% | +13.8% | +2.1% | +4.9% |
| 3M | +2.7% | -7.0% | +9.7% | +7.6% |
| 6M | +15.2% | +18.0% | -2.8% | -1.5% |
| YTD | +19.2% | +24.2% | -5.0% | -3.1% |
| 1Y | +31.6% | +31.2% | +0.4% | +2.3% |
| 3Y | +274.2% | +107.5% | +166.7% | +83.9% |
| 5Y | +250.1% | +144.8% | +105.3% | +37.3% |
| All | +380.4% | +370.9% | +9.5% | +41.0% |
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