+375.0%
RCL vs ALLY
+182.8%
+192.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +2.5% |
| 7D | +8.5% | -0.7% | +9.2% | +9.1% |
| 30D | +20.4% | +1.1% | +19.3% | +19.4% |
| 3M | +11.0% | -13.2% | +24.2% | +23.1% |
| 6M | +24.9% | -13.5% | +38.3% | +38.4% |
| YTD | +23.9% | -14.3% | +38.1% | +37.9% |
| 1Y | +30.8% | -1.1% | +32.0% | +30.8% |
| 3Y | +270.4% | +62.0% | +208.4% | +132.3% |
| 5Y | +296.1% | -9.6% | +305.7% | +279.9% |
| 10Y | +375.0% | +176.0% | +199.1% | +94.3% |
| All | +375.0% | +182.8% | +192.2% | +94.3% |
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