+245.3%
RCL vs ALLE
+51.8%
+193.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.3% |
| 7D | +3.9% | 0.0% | +3.9% | +4.0% |
| 30D | +11.8% | +20.6% | -8.8% | -0.9% |
| 3M | -0.8% | +11.4% | -12.3% | -7.7% |
| 6M | +23.6% | +42.5% | -18.9% | -2.4% |
| YTD | +17.6% | +18.9% | -1.3% | +3.1% |
| 1Y | +28.3% | +14.2% | +14.1% | +15.8% |
| 3Y | +261.4% | +90.7% | +170.8% | +120.6% |
| 5Y | +245.3% | +52.5% | +192.8% | +133.3% |
| All | +245.3% | +51.8% | +193.5% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling