+330.2%
RCL vs ALLE
+208.6%
+121.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | -0.2% | +1.6% | -1.8% | -1.4% |
| 30D | +14.4% | +24.1% | -9.7% | -3.6% |
| 3M | +5.2% | +14.8% | -9.7% | -6.3% |
| 6M | +26.1% | +45.9% | -19.7% | -7.7% |
| YTD | +17.4% | +20.7% | -3.4% | -1.7% |
| 1Y | +24.7% | +14.2% | +10.5% | +9.6% |
| 3Y | +250.9% | +90.7% | +160.3% | +94.5% |
| 5Y | +293.8% | +50.6% | +243.3% | +161.4% |
| All | +330.2% | +208.6% | +121.6% | +96.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling