+5,669.9%
RCL vs BAX
+634.3%
+5,035.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.2% |
| 7D | +6.5% | +12.1% | -5.6% | +2.2% |
| 30D | +15.9% | +7.6% | +8.3% | +12.4% |
| 3M | +2.7% | -4.5% | +7.1% | +3.7% |
| 6M | +15.2% | +52.0% | -36.8% | -2.3% |
| YTD | +19.2% | +35.1% | -15.9% | +4.0% |
| 1Y | +31.6% | +43.7% | -12.1% | +12.2% |
| 3Y | +274.2% | -20.9% | +295.1% | +281.7% |
| 5Y | +250.1% | -63.5% | +313.6% | +364.5% |
| 10Y | +388.4% | -36.0% | +424.4% | +418.5% |
| All | +5,669.9% | +634.3% | +5,035.6% | +3,517.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 all: compounded portfolio wealth divided by compounded BAX 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…
all analysis · Full analysis span regression · 6 months rolling