+269.1%
RCL vs ALLE
+90.7%
+178.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.7% |
| 7D | +3.9% | 0.0% | +3.9% | +4.0% |
| 30D | +11.8% | +20.6% | -8.8% | +1.8% |
| 3M | -0.8% | +11.4% | -12.3% | -6.0% |
| 6M | +23.6% | +42.5% | -18.9% | +2.5% |
| YTD | +17.6% | +18.9% | -1.3% | +5.7% |
| 1Y | +28.3% | +14.2% | +14.1% | +18.0% |
| All | +269.1% | +90.7% | +178.5% | +170.5% |
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