-23.4%
RCL vs ALL
+28.5%
-51.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -0.5% | -1.7% | +1.3% | -0.2% |
| 30D | -17.3% | -4.7% | -12.7% | -16.9% |
| 3M | -2.8% | +18.4% | -21.1% | -5.5% |
| 6M | -4.4% | +20.5% | -24.9% | -8.2% |
| YTD | -4.2% | +23.5% | -27.7% | -9.9% |
| 1Y | -23.4% | +29.0% | -52.4% | -29.9% |
| All | -23.4% | +28.5% | -51.9% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling