+292.2%
RCL vs ALL
+161.6%
+130.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -1.2% | +5.0% | -6.2% | -3.3% |
| 30D | +17.8% | +13.3% | +4.5% | +11.4% |
| 3M | +4.9% | +3.2% | +1.8% | +3.3% |
| 6M | +23.7% | +25.3% | -1.6% | +10.0% |
| YTD | +17.8% | +30.5% | -12.6% | +2.1% |
| 1Y | +28.9% | +29.2% | -0.3% | +12.3% |
| 3Y | +241.9% | +119.1% | +122.8% | +117.5% |
| All | +292.2% | +161.6% | +130.6% | +125.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling