+261.1%
RCL vs ALLY
-9.5%
+270.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.4% |
| 7D | +6.5% | +0.9% | +5.6% | +6.0% |
| 30D | +15.9% | +3.1% | +12.8% | +13.9% |
| 3M | +2.7% | -12.6% | +15.2% | +11.1% |
| 6M | +15.2% | -12.4% | +27.7% | +24.4% |
| YTD | +19.2% | -13.2% | +32.4% | +29.2% |
| 1Y | +31.6% | +1.8% | +29.8% | +30.0% |
| 3Y | +274.2% | +58.0% | +216.2% | +169.2% |
| All | +261.1% | -9.5% | +270.6% | +304.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling