+331.9%
RCL vs ALLY
+174.3%
+157.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | +17.8% | +5.2% | +12.6% | +13.4% |
| 3M | +4.9% | -13.3% | +18.2% | +16.5% |
| 6M | +23.7% | -6.7% | +30.4% | +29.7% |
| YTD | +17.8% | -12.8% | +30.7% | +29.5% |
| 1Y | +28.9% | +0.7% | +28.2% | +27.1% |
| 3Y | +241.9% | +65.2% | +176.7% | +111.3% |
| 5Y | +295.4% | -10.1% | +305.5% | +282.2% |
| All | +331.9% | +174.3% | +157.6% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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