+180.6%
RCL vs BB
+59.1%
+121.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -5.6% | +0.5% | -4.2% |
| 30D | -19.0% | -11.8% | -7.2% | -17.5% |
| 3M | -9.6% | -25.5% | +16.0% | -6.3% |
| 6M | -6.7% | +121.3% | -128.0% | -21.6% |
| YTD | -3.9% | +103.2% | -107.1% | -18.1% |
| 1Y | -25.1% | +102.6% | -127.7% | -36.8% |
| All | +180.6% | +59.1% | +121.5% | +122.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling