+333.1%
RCL vs AZO
+296.8%
+36.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -1.9% | -3.6% | +1.7% | -0.5% |
| 30D | -15.5% | -5.6% | -10.0% | -13.6% |
| 3M | -9.7% | -6.6% | -3.0% | -7.4% |
| 6M | -8.7% | -22.5% | +13.8% | +0.4% |
| YTD | -5.8% | -15.2% | +9.4% | -0.9% |
| 1Y | -24.5% | -33.9% | +9.5% | -12.1% |
| 3Y | +173.9% | +11.8% | +162.1% | +148.1% |
| 5Y | +228.0% | +85.5% | +142.5% | +126.7% |
| All | +333.1% | +296.8% | +36.2% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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