+32.0%
RCL vs ALLE
+18.6%
+13.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +5.6% |
| 7D | +11.7% | +6.7% | +5.0% | +8.7% |
| 30D | +21.1% | +25.4% | -4.3% | +9.5% |
| 3M | +2.9% | +16.9% | -14.1% | -3.6% |
| 6M | +29.8% | +46.6% | -16.7% | +7.0% |
| YTD | +21.4% | +22.4% | -1.0% | +1.0% |
| 1Y | +32.0% | +17.7% | +14.3% | +15.4% |
| All | +32.0% | +18.6% | +13.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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