+274.2%
RCL vs ALLE
+88.9%
+185.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.8% |
| 7D | +6.5% | -0.6% | +7.1% | +6.9% |
| 30D | +15.9% | +25.3% | -9.5% | +3.4% |
| 3M | +2.7% | +10.3% | -7.6% | -2.2% |
| 6M | +15.2% | +38.0% | -22.8% | -3.0% |
| YTD | +19.2% | +17.8% | +1.5% | +7.6% |
| 1Y | +31.6% | +13.6% | +18.0% | +21.3% |
| 3Y | +274.2% | +89.2% | +185.0% | +175.5% |
| All | +274.2% | +88.9% | +185.3% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling