-25.1%
RCL vs BB
+105.3%
-130.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -5.6% | +0.5% | -4.8% |
| 30D | -19.0% | -11.8% | -7.2% | -18.4% |
| 3M | -9.6% | -25.5% | +16.0% | -7.9% |
| 6M | -6.7% | +121.3% | -128.0% | -11.9% |
| YTD | -3.9% | +103.2% | -107.1% | -9.4% |
| 1Y | -25.1% | +102.6% | -127.7% | -30.1% |
| All | -25.1% | +105.3% | -130.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling