+379.0%
RCL vs ALLY
+201.0%
+178.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.3% |
| 7D | +5.0% | -0.2% | +5.2% | +5.2% |
| 30D | +19.4% | +3.4% | +15.9% | +16.5% |
| 3M | +5.9% | -11.1% | +17.0% | +15.4% |
| 6M | +23.8% | -11.5% | +35.3% | +35.0% |
| YTD | +22.8% | -12.3% | +35.1% | +34.5% |
| 1Y | +34.3% | +1.1% | +33.2% | +32.0% |
| 3Y | +276.4% | +64.8% | +211.6% | +133.4% |
| 5Y | +281.6% | -6.9% | +288.4% | +257.5% |
| 10Y | +379.0% | +194.9% | +184.1% | +89.7% |
| All | +379.0% | +201.0% | +178.0% | +89.7% |
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